Find an Independent or Restricted Financial Adviser

I provide holistic financial planning advice covering Investments, Pensions & Protection using award winning technology and delivering world class service.

With over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.

We build long term relationships with clients and develop strategies to help you achieve your personal and financial objectives.

Wealth management built around you - from one of the world's strongest banks.

Providing Financial Advice Across the North West

With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.