Secure Your Financial Future
Synergi Switzerland – About
Synergi – have provided independent financial advice to private clients for over 20 years.
Our aim is to provide our clients with a comprehensive and independent financial planning service built around their requirements. Synergi have a clear advisory process which has proved to be extremely successful in helping our clients achieve financial security.
OUR SERVICES
Our services are available to all Swiss residents.
We are fully licenced and regulated and have a clear process that makes
sure you are fully aware of all benefits as well as risks and charges.
Wealth Management
Protect your wealth through a carefully designed investment strategy, tailored around your financial goals.
Retirement Planning in Switzerland
Explore your options and plan ahead to enjoy financial security throughout your retirement.
UK Pension Review
We are in a position to fully review and analyse your existing pension provisions in order to recommend the most suitable plan going forward, whilst taking into consideration your current circumstances.
Existing portfolio review
Review your current investments to optimise performance and minimise costs. We partner with most respected financial institutions internationally to offer you the most advanced investment solutions.