Synthesis Wealth

Let us help you define what is important to you and why with our financial planning service.

We believe that money should empower and provide choices in life, not hold you back.

We can help you visualise your financial future and meet your objectives and move forward with confidence.

Independent Advice with Fixed Fees.

At Synthesis we have adopted a progressive and competitive fee structure which truly reflects parity across the board. We believe this approach creates a fairer fee landscape for all Synthesis clients.

Get in touch today to find out more:
https://synthesis-wealth.co.uk/

If you are looking for investment planning advice, we can provide access to a suite of high-quality managed investment portfolios. We advise on:
• Discretionary investment portfolios
• Sustainable and ethical investment portfolios
• Specialist Investments: AIM, BPR, EIS & VCT

*Investment carry risk. Specialist investments are not suitable for the majority of investors. You can lose money invested.

Do you need business planning advice?

We work with business owners and directors to ensure you maximise efficiencies and protect your interests. We also help provide clarity surrounding the value required to be obtained from your business on sale to achieve personal financial independence.

Contact us today for more information: https://synthesis-wealth.co.uk

We are independent wealth planners, based in Bath and London. We offer financial advice for retirement, investment, tax, protections and business planning.

We are always happy to help, get in touch today or visit our website for more information: https://synthesis-wealth.co.uk/

Our financial planning service helps you define what is important to you and why. We believe that money should empower and provide choices in life, not hold you back.

Contact us today to create a bespoke plan which aims to identify and maximise efficiencies to help you meet your objectives and move forward with confidence.
https://synthesis-wealth.co.uk/contact-us/

Retire with confidence - As retirement planning specialists, we can undertake an impartial review of your existing pensions and funding strategy. We provide bespoke retirement options advice so you can make informed decisions about how and when to access your funds.

Find more Information on our website: www.synthesis-wealth.co.uk