- 01225 683082
- hello@synthesis-wealth.co.uk
ABOUT US
OUR VISION
Synthesis is an independent wealth management firm designed to help our clients plan for the future and live for today.
We work collaboratively to help our clients make intelligent and informed decisions that enhance their life’s choices.
We value the trust our clients place in us to act as guardians over their tomorrow.
FOUNDERS
Jonathan Barnes APFS
Director / Chartered Financial Planner
Jonathan is a highly experienced Chartered Financial Planner. He has worked in financial services since 2005 across the South West and London.
He has a passion for building trusted, long-term, client relationships. Helping individuals make intelligent and meaningful money decisions.
Jonathan cofounded Synthesis out of a deep frustration with the way many wealth management firms simply view their clients as a commodity and fail to deliver real value. He is determined that Synthesis’ focus will always be centred on the client.
He has a passion for building trusted, long-term, client relationships. Helping individuals make intelligent and meaningful money decisions.
Jonathan cofounded Synthesis out of a deep frustration with the way many wealth management firms simply view their clients as a commodity and fail to deliver real value. He is determined that Synthesis’ focus will always be centred on the client.
Samantha Skuse DipPFS
Director / Financial Planner
Samantha is a highly experienced Financial Planner. She has worked in financial services since 2008 across the South West and Sydney, Australia.
She is passionate about building trusted, long-term, client relationships. Working to help clients create the future they are aiming for.
Through recognising all clients have differing needs this drove her to cofound Synthesis. A firm that is client centric and that provides bespoke solutions aligned with each individual.
She is passionate about building trusted, long-term, client relationships. Working to help clients create the future they are aiming for.
Through recognising all clients have differing needs this drove her to cofound Synthesis. A firm that is client centric and that provides bespoke solutions aligned with each individual.
OUR TEAM
Kat Mock FPFS
Technical Paraplanner
Kat has worked in the financial services industry for fifteen years. She has worked alongside financial planners in various roles.
Since becoming a paraplanner in 2010, Kat has become a Fellow of the Personal Finance Society and is a member of the PFS Paraplanner Panel.
She was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine and Paraplanner of the Year 2019 by the Chartered Institute for Securities & Investment.
Kat prides herself in providing a personal, incredibly detailed and bespoke paraplanning support to our clients.
She was very proud to be awarded Paraplanner of the Year 2017 by the Professional Paraplanner magazine and Paraplanner of the Year 2019 by the Chartered Institute for Securities & Investment.
Kat prides herself in providing a personal, incredibly detailed and bespoke paraplanning support to our clients.
Sam Platt
Client relationship manager
Sam has worked in various different sectors of the financial industry over the last 8 years, most recently working for a large wealth platform.
He has now joined us to begin his career in paraplanning and is excited to start working towards his qualifications.
Sam always strives to ensure his work is to the highest possible standard to get the best outcome for our clients
He has now joined us to begin his career in paraplanning and is excited to start working towards his qualifications.
Sam always strives to ensure his work is to the highest possible standard to get the best outcome for our clients
Jessica Winsley DipFA
Head of Operations
Jessica’s journey into Financial Planning began after she finished University in 2015 and qualified as a Mortgage Adviser.
Since then, she has moved into Paraplanning, has passed her Diploma in Financial Advice and is currently working towards Chartered Status.
Jessica enjoys creating bespoke plans for individuals; demonstrating to them how they can best achieve their financial goals.
Since then, she has moved into Paraplanning, has passed her Diploma in Financial Advice and is currently working towards Chartered Status.
Jessica enjoys creating bespoke plans for individuals; demonstrating to them how they can best achieve their financial goals.
OUR VALUES
WE LISTEN
Our approach to wealth management listens to you – your situation and aspirations.
APPLY INTELLIGENCE
We visually project your finances over time using sophisticated wealth planning tools.
We illustrate the impact and benefits our personalised strategies can provide. Embracing new technologies, we strive to identify efficiencies that will benefit you.
INTEGRITY
Always acting in your best interests. We work flexibly alongside life’s ebbs and flows and understand unexpected events can occur. This is why we make ourselves available when you, your family or your business need us.