[vc_row css=”.vc_custom_1468856178260{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column][vc_custom_heading text=”What We Offer” font_container=”tag:h2|font_size:40px|text_align:center|color:%2305a6de” use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1469982678086{padding-top: 40px !important;padding-bottom: 40px !important;}”][vc_column width=”1/4″][vc_icon type=”typicons” icon_typicons=”typcn typcn-calculator” color=”custom” background_style=”rounded-outline” background_color=”custom” size=”xl” align=”center” css_animation=”top-to-bottom” custom_color=”#05a6de” custom_background_color=”#036abf”][/vc_column][vc_column width=”3/4″][vc_custom_heading text=”Financial Planning” font_container=”tag:h2|text_align:left|color:%2305a6de” use_theme_fonts=”yes”][vc_column_text css_animation=”top-to-bottom”]We offer a comprehensive financial planning service. Your Financial Adviser will help determine your objectives and the appropriate path to take based on your priorities, providing you with the opportunity of achieving your financial goals.
All areas of financial planning are taken into consideration when making a recommendation and a holistic approach is considered when dealing with your future.[/vc_column_text][vc_empty_space height=”22px”][cms_button button_text=”View Financial Planning” link_button=”url:http%3A%2F%2Fwww.synergi-europe.com%2Fservices%2Ffinancial-planning%2F|||” button_style=”btn-primary” button_size=”btn-md” el_class=”right”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1468855740924{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #ededed !important;}”][vc_column width=”1/4″][vc_icon type=”typicons” icon_typicons=”typcn typcn-calculator” color=”custom” background_style=”rounded-outline” background_color=”custom” size=”xl” align=”center” css_animation=”top-to-bottom” custom_color=”#05a6de” custom_background_color=”#036abf”][/vc_column][vc_column width=”3/4″][vc_custom_heading text=”Retirement Planning” font_container=”tag:h2|text_align:left|color:%2305a6de” use_theme_fonts=”yes”][vc_column_text css_animation=”top-to-bottom”]The current public trend is to enjoy today at the expense of planning for the future. Saving for your retirement is key to achieving your financial independence.
Your adviser works with you or your organisation to determine the right retirement strategy and plan for you.
We can help you by assessing your current assets and building a portfolio that will provide a suitable level of income for retirement.[/vc_column_text][vc_empty_space height=”22px”][cms_button button_text=”View Retirement Planning” link_button=”url:http%3A%2F%2Fwww.synergi-europe.com%2Fservices%2Fretirement-planning%2F|||” button_style=”btn-primary” button_size=”btn-md” el_class=”right”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1468856295264{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #ffffff !important;}”][vc_column width=”1/4″][vc_icon type=”typicons” icon_typicons=”typcn typcn-calculator” color=”custom” background_style=”rounded-outline” background_color=”custom” size=”xl” align=”center” css_animation=”top-to-bottom” custom_color=”#05a6de” custom_background_color=”#036abf”][/vc_column][vc_column width=”3/4″][vc_custom_heading text=”Review your UK pension” font_container=”tag:h2|text_align:left|color:%2305a6de” use_theme_fonts=”yes”][vc_column_text css_animation=”top-to-bottom”]
If you are now working or have retired outside the UK, any historic UK pensions benefits need to be managed effectively. Reviewing your current arrangements to make sure you get the most of it is a natural starting point.
One of our Financial Advisers will work with you to determine an overall strategy that is right for you and your family.Reviewing the type of schemes you have, the benefits they will give, the flexibility and any guarantees they may offer are key factors in determining the strategy.[/vc_column_text][vc_empty_space height=”22px”][cms_button button_text=”View UK pension review” link_button=”url:http%3A%2F%2Fsynergi-europe.com%2Fservices%2Finvestment-planning%2F|||” button_style=”btn-primary” button_size=”btn-md” el_class=”right”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1468856295264{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #ffffff !important;}”][vc_column width=”1/4″][vc_icon type=”typicons” icon_typicons=”typcn typcn-calculator” color=”custom” background_style=”rounded-outline” background_color=”custom” size=”xl” align=”center” css_animation=”top-to-bottom” custom_color=”#05a6de” custom_background_color=”#036abf”][/vc_column][vc_column width=”3/4″][vc_custom_heading text=”Review your existing portfolio” font_container=”tag:h2|text_align:left|color:%2305a6de” use_theme_fonts=”yes”][vc_column_text css_animation=”top-to-bottom”]
The key success is to regularly assess and review your investments. Haven’t had a review for over 6 months? – It’s time to take action.
One of our Financial Advisers will carefully examine your current strategy and give you an independent and unbiased review free of charge.[/vc_column_text][vc_empty_space height=”22px”][cms_button button_text=”View Portfolio review” link_button=”url:https%3A%2F%2Fsynergi-europe.com%2Fservices%2Freview-your-existing-investment%2F||target:%20_blank|” button_style=”btn-primary” button_size=”btn-md” el_class=”right”][/vc_column][/vc_row]