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Client Area

What happens next?

  • Individuals: - interested in attaining or maintaining their financial independence.

    • Once the brief is agreed we produce a fully costed financial plan and investment recommendation.  More

  • Families: - interested in ensuring that family wealth is preserved; managed and enhanced for the current and future generations.

    • Once the brief is agreed we will produce and put in motion a project plan designed to deliver the key objectives. More

  • Trustees: - interested in ensuring that that most appropriate investments are selected to support the trust's objectives.

    • Once our investment recommendation is agreed we will move onto implementation and put in place regular reviews. More

  • Corporate:  - employers interested in providing appropriate benefits and/or financial education/advice for their staff.

    • Once the brief is agreed we would proceed in line with the project plan. More

  • Fellow Professionals: - the criteria we apply to new clients apply equally to those introduced by fellow professionals, this is important as it ensures our charges represent good value for those using our services. More

Syndaxi - Financial Planners