Ambitious plans. For ambitious professionals.

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For professional individuals

Success today. Security tomorrow.

Fresh perspectives. Forensic analysis. Strategic advice. These are the pillars that our services are built on, allowing high-flying professionals to continue to soar – whatever is on the horizon. In it for the long term, our services span investments, wealth structuring, tax planning and preparing pensions for exit. And in everything we do, we help you strike the right balance between risk and return.
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Independent and intelligent planning

We are proudly independent. But we are not an island. Drawing on the value of other professionals, our focus is always on the very personal needs of our client. 

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Wealth management services for professionals:

Discretionary investment portfolio
PERSONAL PROTECTION PLANNING
SUSTAINABLE AND ETHICAL INVESTMENT PORTFOLIOS
SPECIALIST INVESTMENTS: AIM, BPR, EIS & VCT
Pension planning
Tax planning
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The Financial Conduct Authority does not regulate Will writing or tax planning. Investments carry risk. EIS/VCT/BPR are only suitable for a small number of clients. These products are high risk, and you could lose the value of the investment.

Our wealth management services

Protection Planning
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Tax Planning
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Retirement Planning
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Financial Planning
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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