Structurally sound protection planning

Making sure you and your money are structurally sound

We work with you to understand the protection required to safeguard your family from unforeseen events.

This time, it's personal

None of us can predict the future. But we can have the foresight to protect what matters most to us – and the people around us.

Financial planning for out-of-the-blue life changes can safeguard you, your family, your business and shareholders. At Synthesis, understanding your priorities is our key concern. We’ll start the conversation. And we’ll take an analytical, measured approach to help you manage whatever may be on the horizon.

Our financial protection services cover:

Critical Illness
family Income Benefit
income protection
Life Assurance
Mortgage Protection
Whole of life insurance

Life Assurance plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse.

Protection planning news and views

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

Synthesis Client

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


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.


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.