Synthesis Wealth

Synthesis Wealth Independent Wealth Planners, based in Bath and London. We offer intelligent financial advice for ret

07/10/2020

As independent financial planners we are here to help you with your tax planning.

We work with you to offer advice that encompasses all aspects of tax planning, starting with the basics such as ISAs and Pensions. We can also explore more complex structures to help you mitigate or reduce income, capital gains and inheritance tax liabilities.

*pensions are a long-term contract not normally accessible until age 55. Investments carry risks.

Let us help you define what is important to you and why with our financial planning service. We believe that money shou...
30/09/2020

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.

02/09/2020

Planning today to protect tomorrow.

Everything we do is rooted in our clients welfare. Our protection planning ensures we work with you to understand the protection required to safeguard your family from unforeseen events.

Contact us today for an initial complimentary consultation.
https://synthesis-wealth.co.uk/contact-us/

Independent Advice with Fixed Fees. At Synthesis we have adopted a progressive and competitive fee structure which truly...
25/08/2020

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/

19/08/2020

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...
12/08/2020

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,...
10/08/2020

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 a...
04/08/2020

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 pensi...
29/07/2020

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

Address

28 Brock Street
Bath
BA12LN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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