Synthesis Wealth

Independent wealth planners, based in Bath & London. Intelligent financial advice for retirement, investment, tax, protection and business planning.

[Synthesis Wealth @SynthesisWealth]

As independent financial planners we are here to help with tax planning. Including ISAs, Pensions, reducing or mitigating income, capital gains and inheritance tax liabilities.

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

[Synthesis Wealth @SynthesisWealth]

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

We believe 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.

[Synthesis Wealth @SynthesisWealth]

Planning today to protect tomorrow. 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://t.co/Cs1idLWF0E

[Synthesis Wealth @SynthesisWealth]

Independent Advice with Fixed Fees. 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 our clients.
Get in touch to find out more: https://t.co/LXaUpOJvrT

[Synthesis Wealth @SynthesisWealth]

If you are looking for investment planning advice, we can provide access to a suite of high-quality managed investment portfolios.

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

[Synthesis Wealth @SynthesisWealth]

Do you need business planning advice?

We work with business owners and directors to ensure you maximise efficiencies and protect your interests.

Contact us today for more information: https://t.co/bMXUdaiKzq

[Synthesis Wealth @SynthesisWealth]

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:
https://t.co/Cs1idLWF0E

[Synthesis Wealth @SynthesisWealth]

Retire with confidence - As retirement planning specialists, we undertake an impartial review of your existing pension and funding strategy. Providing bespoke retirement options advice so you can make informed decisions about how and when to access funds.
https://t.co/YRbluiXTJ2

[Synthesis Wealth @SynthesisWealth]

Introducing our new website!

At Synthesis we've been working hard to develop our new website which reflects our independant advice offering, with a personal approach.

Take a look!
https://t.co/LXaUpP16jr

[InBath @InBath]

Unclear about your long term personal finances? Then help is at hand with @SynthesisWealth https://t.co/2oa9Ea1efr via @InBath

[Synthesis Wealth @SynthesisWealth]

We have been featured in the latest @InBath lockdown publication, you can read our financial planning tips on the online version of the magazine. #financefeature

[InBath @InBath]

@SynthesisWealth In our 'online' May edition of InBath, we offer some ideas on how we can use our remaining 'lockdown' time wisely, as well as some expert advice in dealing with these uncertain times. https://t.co/IN9G8VD5Sa

[Synthesis Wealth @SynthesisWealth]

With the unexpected happening right now it is hard to know what this will mean for the future. To help you through current challenges we are offering our time for free, providing financial guidance and support to individuals and businesses. #bath #freesupport #financialwellbeing

[Synthesis Wealth @SynthesisWealth]

Wishing you a Happy Easter weekend. Please do stay safe and remember we're on hand to help with any finance related matters during this time. #HappyEaster #StaySafeStayHome

[Synthesis Wealth @SynthesisWealth]

We are here to listen. We are here to help.

To help you through current challenges we are offering our time for free, providing financial support and guidance to individuals and businesses.

Find out more https://t.co/YRbluiXTJ2
#financialadvisors #bath #Covid_19

[Synthesis Wealth @SynthesisWealth]

Unclear about the impact of Coronavirus on your personal finances?

It's key to remember 'short term falls do not necessarily impact long term goals'. Understand our perspective on why planning for the future may be more important than ever. https://t.co/1uEiKA4UZ7
#Finance

[Synthesis Wealth @SynthesisWealth]

We are a team of independent financial advisors passionate about the benefits a bespoke financial plan can bring to you, your family and your business. Discover more on our website. https://t.co/qSTVqyVahA