Our Services
Synergi Europe are independent financial advisers who have been advising private clients for over 20 years.
Our aim is to provide our clients with a comprehensive and independent financial planning service built around their requirements.
Synergi have a clear advisory process which has proved to be extremely successful in helping our clients achieve financial security.
Wealth Management for
busy professionals
Your time is a valuable commodity. Synergi Europe can save you time through creating and managing your investment portfolio.
Financial planning
for explorers
With a range of investment propositions, Synergi Europe can help you plan and secure your financial future through the development of your investment portfolio.
Retirement Planning
BEST TO START EARLY AND REVIEW REGULARLY
It is essential to start planning early into your career to help you maintain the lifestyle you are accustomed to, whilst being able to pay bills as you enjoy your retirement.
In many cases it’s wise to take out additional plans to ensure that your retirement is as stress FREE AND ENJOYABLE as possible. There are many ways to save tax efficiently for retirement and Synergi can help find you appropriate solutions depending upon your tax residency.
Synergi advises clients across Europe. With over 20 years of advisory experience we can help ensure you achieve your retirement goals. Act today and start planning for your future today.
Get professional advice on your existing
policy
IT’S CRUCIAL YOU REGULARLY REVIEW YOUR INVESTMENTS AND SAVINGS
These are just some events that should alert you to review your current plan:
- LOST CONTACT WITH YOUR ORIGINAL ADVISOR
- MORE THAN 12 MONTHS SINCE YOUR LAST REVIEW
- CHANGE IN YOUR CIRCUMSTANCES e.g. New Job/Location
- CHANGES TO THE INVESTMENT ENVIRONMENT AND WORLD ECONOMY
Contact us to get a FREE unbiased review of your current investment plan.
Hugh and his team always keep a close eye on my investments, give me regular updates and are always available if I need additional advice or have any questions. A very personable and highly professional team!
Liz E
I have been a client of Synergi for over 10 years, and have been always impressed by how professional, knowledgeable and attentive Hugh and his team are.
John C
Synergi’s advice has always been to the point, well researched and timely, they keep a close eye on the market, new products, new regulations. I particularly appreciate the regular reviews and access to the investment team managing my portfolio.
Jeff S
The Synergi team have restored my faith in financial services professionals after they helped disentangle me from an organization that invested my funds on their own behalf rather than min