Synthesis Wealth Management

Synthesis Wealth Management is an independent wealth management firm that provides financial advice to individuals, families, and businesses. They offer strategies that address the specific challenges and goals of their clients.
  • Tax Planning
  • Financial Planning
  • Protection Planning
  • Retirement Planning
  • Bespoke Wealth Management Strategies

Size
Small
Phone
01225 683082
Email
Available in Endole App
Locations
28 Brock St, BA1 2LN
01225683082
Digital Popularity
Social Media
Competitors
Saltus
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
Fidelius Group
Fidelius Group is a forward-thinking financial services company that provides comprehensive financial planning and wealth management solutions.
Advance Investments
Advance Investments Limited provides bespoke financial advice tailored to the specific objectives and needs of its clients.
Company Details
Synthesis Wealth Management is operated by Synthesis Wealth Management Limited and is a Active company incorporated on 29 January 2020 with the registered office located in Bath, Somerset. Synthesis Wealth Management Limited was registered 5 years ago.

Status
Active
Size
Micro
Directors
2
Age
5 years old
Employees
5
Turnover
Unreported
Total Assets
£49.87K
Cash in Bank
£14.02K
Total Liabilities
-£49.51K

Director • PSC • British • Lives in UK • Born in Jan 1987
Director • PSC • British • Lives in UK • Born in Apr 1991
Teams
All
5
Consulting
4
Finance
4
Other
1
Founder & Director | Financial Planner • Joined Mar 2020
Founder & Director | Chartered Financial Planner • Joined Mar 2020
Head Of Operations & Paraplanning At Synthesis Wealth • Joined Feb 2021
Paraplanner • Joined Nov 2024
Financial Planner • Joined Sep 2024
Founder & Director | Financial Planner • Joined Mar 2020
Founder & Director | Chartered Financial Planner • Joined Mar 2020
Paraplanner • Joined Nov 2024
Financial Planner • Joined Sep 2024
Founder & Director | Financial Planner • Joined Mar 2020
Founder & Director | Chartered Financial Planner • Joined Mar 2020
Paraplanner • Joined Nov 2024
Financial Planner • Joined Sep 2024
Head Of Operations & Paraplanning At Synthesis Wealth • Joined Feb 2021