Getting you where you want to be.
This might sound strange coming from a financial planning company, but for us, it’s not all about the money.
Good financial planning is about understanding how your finances can be shaped around your life – not the other way around – and best used as a tool to help you achieve a fulfilling life.
Our first step is to talk to you.
Any adviser worth their salt will look to tailor a financial plan to suit each client as an individual – and we’re no exception.
Where we’re proud to stand apart from most other financial planners is how we get there.
It boils down to this: we don’t think we have any right to tell you what you should do with your money until we know more about you.
That’s why we designed the Synergy Lifecycle Track – our structured programme that breaks down the planning process into clear steps. It’s a framework for working together to explore where you are in life, your values around money, what you’re up against and what you want – before we start looking at the pounds and pence.
By asking the right questions in the right order, depending on where you are in life, we’re able to craft an effective plan for your ideal financial future – not someone else’s.
sy-ner-gy
(noun: from the Latin synergia)
Working together to achieve great things.
Producing a combined effect greater than the sum of its parts.
“Synergy’s personal and professional approach has helped us to retire on the same standard of living as when we were working and achieve what we want for the rest of our lives! The company is relaxed, informal and everyone knows who we are, which we really like.”
John & Marie
Meet our team.
The faces you see here are the same people who will work with you to plan your future.
We’d love to hear from you.
Give us a call or send us an email to get started with living your best life financially.