Synthesis Wealth Management

Independent Financial Adviser  Synthesis Wealth Management, Banbury, Oxfordshire, OX16 9QA
First meeting at adviser's own cost
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Samantha Skuse
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jonathan Barnes
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
What our clients say
After speaking with Jonathan, I now have the confidence to make the decision to retire knowing that I will have the money to cover all my requirements.
Barbara, Bristol
Samantha, is very knowledgeable and spent time understanding my circumstances and my retirement wants and needs. Samantha helped me plan for a comfortable retirement which is what I was hoping to achieve.
Caira, Bath
My family and I found it really helpful talking to Samantha. She helped us understand our options and patiently talked us through aspects of our finances that we had not considered properly before. We really enjoyed our conversation and are looking forward to working with Samantha in the future.
Luke, London
About us

Synthesis is an independent wealth management firm with offices in Bath and London.

We believe in building lasting client relationships that are based around trust and valued advice.

Our services

Our financial planning service helps you define what is important to you.

We believe that money should empower and provide choices in life, not hold you back.

Through detailed analysis, we will help you visualise your future using sophisticated financial modelling software. We will create a bespoke plan which aims to identify and maximise efficiencies to help you meet your objectives and move forward with confidence.

Our financial planning service includes reviewing and advising on:

 Protection
 Investments
 Retirement planning
 Advice on structuring wealth to mitigate or limit taxes
 Advice on maximising tax allowances
 Investments for children and grandchildren
 Wills and Lasting Power of Attorney review
 Business planning

We firmly believe that you should see the value of our advice before paying our fees. Therefore, all our initial discovery meetings and analysis are without charge.

Where to find us
Head office address: Synthesis Wealth Management, 28 Brock Street, Bath, BA1 2LN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Synthesis Wealth Management Limited is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Synthesis Wealth Management Limited is entered on the FCA Register (<url hidden>) under reference 921078. Synthesis Wealth Management Limited is registered in England and Wales No.. <phone number hidden> Registered Address: 4 Beau Street, Bath, BA1 1QY.

Response rating
9.0/10
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FCA authorised
Last authorised 10th August 2020

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