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HOW WE PLAN

Our 5-stage financial plan is designed to help you achieve your personal and professional aspirations.

1. Objective Setting

 

From preserving your lifestyle into and throughout retirement, to protecting your legacy. Understanding what you want to achieve and why, is key.

2. Analysis

 

We will gain an in-depth understanding of your current financial position.

3. Your Financial plan

 

We will create your bespoke Financial Plan that helps achieve your objectives. We use sophisticated financial modelling software to present your plan in a clear and concise way.

Using our independent and technology focused planning methodology and our highly researched investment solutions, we will present the opportunities available to you.

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4. Implement

 

When we’ve agreed your Financial Plan, we will work on your behalf to put it in place.

5. Review

 

Today’s world and your personal circumstances are ever changing. So, we will review your plan, at least annually, to account for any changes and make sure you are on track to achieve your objectives.

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Synthesis Wealth Management Limited is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Synthesis Wealth Management Limited is entered on the FCA Register (www.fca.org.uk) under reference 921078. Synthesis Wealth Management Limited is registered in England and Wales No. 12431691 Registered Address: 28 Brock Street, Bath, BA1 2LN. The Financial Conduct Authority does not regulate tax advice. The information or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk |  Privacy Notice

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Your Financial Plan

You'll be able to visualise your future using our sophisticated financial modelling software.

This involves creating a bespoke plan based around your objectives and your current financial position. From here, we project this forward to map out a picture of your financial future and explore how efficiencies can be delivered through intelligent money choices.

The graphics below show the basis of our modelling, including a bespoke timeline and a projection of assets over a lifetime:

Independent Research

In our world, there is no ‘one size fits all’ approach to investment solutions. Instead, your objectives and views will drive our investment recommendations.

Synthesis believe that it is a prerequisite of our independence that the capability and competence of external professional investment houses be recognised prior to developing in-house solutions.

Understanding The Value Of Your Money

Understanding the value of your money is at the heart of what we do. So, we will deliver tailored solutions driven by cost efficiencies derived through the use of technology.

Einstein once said, “compound interest is the eighth wonder of the world”

We appreciate the worth of compounded growth, as well as the detriment of unnecessary costs. So, if we can save you money without disadvantage, we will:

The above graph demonstrates the effect of a 0.50% pa difference in charges over a 25-year period. (Blue line 4.5% return net of fees / Red line – 4% pa return net of fees – all figures illustrative only)