We are a firm of financial advisers based in North Somerset, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fullyunderstanding our clients' needs, wants and aspirations and then prioritising objectives. As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services.
How we work with each client will be different. Fundamental to everything we do is to ensure that we give you consistent, professional advice when it is needed. We offer a truly holistic approach toeach client's situation. By remaining wholly independent we are able to model our solutions, bringing real value and benefit to each individual. Our reputation has been built on giving advice you can trust, for you, your family and your business.
Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Weston-super-Mare, Gillingham, Dorset and Bath. We pride ourselves on our level ofunderstanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. However you picture it, financial independence requires financial planning. That doesn't mean a scattering of individual investments.
Many people will need their capital to support them for 20 or 30 years in retirement. We advise on how to build up enough capital and how to manage it prudently so that it lasts at least as long asyou do. The new pension rules from April 2015 make pensions the most attractive UK tax shelter. Most employees, self-employed and business owners can benefit but there are also banana skins among the new rules that you must avoid.
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