Synergie Financial is a well established and local firm of Independent Financial Advisers with offices in Worle, Weston-super-Mare, Gillingham, Dorset and Bath

We pride ourselves on our level of understanding of clients needs, and ensuring we help our clients to achieve their objectives and ambitions. 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. A strategy that delivers at important points in your life.

We offer a full Retirement and Investment Portfolio Planning service, either on a fee or commission basis according to client preference.

As an organisation we operate a paper free working practice, and make extensive use of modern IT facilities, which we believe delivers the service standards clients are entitled to expect, but frequently do not receive.