It's all about you and your investments

We believe that it is a prerequisite of our independence that the capability of external professional investment houses is recognised.

Independent & intelligent Investment planning

Our investment proposition involved an unconstrained review of c. 40 investment houses. The investment houses subsequently selected as partners offer varying levels of service, which include passive, active and bespoke management.

Our clients can access portfolios from as little as 0.26% pa. All adopted solutions have a clear investment process and demonstrate exceptional value in comparison to their respective peer groups.

What else does our service include?

Discretionary investment portfolios
Sustainable and ethical investment portfolios
Specialist Investments: AIM, BPR, EIS & VCT

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Jonathon has taken the time to understand our situation, lifestyle and outlook, and formulate achievable financial objectives.

Synthesis Client

Bristol
A very professional and relaxed exchange, and a bespoke and that’s truly unique.

Ian

Bath
My family and I found it really helpful talking to Samantha. She helped us understand our options and patiently talked us through aspects of our finances that we had not considered properly before. We really enjoyed our conversation and are looking forward to working with Samantha in the future.

Luke

London
Samantha is very knowledgeable and spent time understanding my circumstances and my retirement wants and needs. Samantha helped me plan for a comfortable retirement which is what I was hoping to achieve.

Caira

Bath