Welcome to Synergie Financial
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 of understanding 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. It means formulating a coherent, long-term plan for your financial future with all the elements pulling in the same direction. A strategy that delivers at important points in your life.
We offer a full Retirement and Investment Portfolio Planning service with regular reviews to ensure your portfolio is always up to-date.
As an organisation we operate a paper free working practice, and make extensive use of modern IT facilities, which we believe delivers the service standards clients are entitled to expect, but frequently do not receive.
Synergie: “The mutually reinforcing action of separate agents, which together produce an effect greater than that of all the parts acting separately”.