We pride ourselves on our level of understanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Weston-super-Mare, Gillingham, Dorset and Bath. 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.

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About Us

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Synergie Financial is a Multi-office IFA based across the South of England. Our Independent Financial Advisers are fully qualified and offer regulated advice to both individual and corporate clients alike. So whether you are an individual requiring financial or mortgage advice or a company requiring financial planning expertise, Synergie Financial will have the solution that suits YOU!

Our Services

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As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Of course, we'll be happy to discuss your own personal situation and goals with you.

Our Advisers

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Our Advisers are located throughout the South of England and we are able to offer a wide range of advice to all our clients in their workplace, at one of our offices or in the comfort of their own homes.

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