Synergi Europe provides specialist financial advice to residents of the EU.

Synergi Europe provides specialist financial advice to residents of the EU. Synergi are a fee-based financial advisory firm offering independent, financial advice to our clients resident in the EU. Our advisers are fully qualified and have vast experience in the financial services sector. They are also experts dealing with the affairs of expatriates.

Our areas of specialism are wealth creation, wealth management, pension and retirement planning.

Synergi Europe provide independent financial advice with a comprehensive range of services. We are a fully regulated company, and work in partnership with some of the worlds leading product providers and have access to an extensive range of client solutions.

Synergi Europe is the trading name of Synergi Insurance Advisors, Agents & Sub-Agents Ltd, licensed and regulated by the Cyprus Insurance Companies Control Service (ICCS) with Licence number: 5505.

Spain

With respect to our services offered to residents of Spain, these are provided on a ‘wholly’ restricted basis. 

Key Client Information

Please refer to the documents below for our Privacy Policy, Client Complaint Procedure, COI Policy and Client Agreement Template.