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Welcome

NEW GUARANTEED AND PROTECTED FUNDS AVAILABLE...find out more
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Synergi Investment provides expert independent financial advice to ex-pats based around the world covering all aspects of their financial needs

Synergi Investment are independant financial advisers who have been advising clients for over 15 years and have clients located across all parts of the world.

Our aim is to provide ex-pats with a comprehensive and independant financial planning service built around their respective needs.

All our clients are different and have their own particular requirements and they therefore require a financial plan that is built specifically around their personal needs and focuses on their goals and objectives which also importantly relects their way of thinking.

Synergi Investment have a clear advisory process which has proved to be extremely successful in helping our Cients achieve financial security, read more about ' How we Work With Our Clients'.

CORE SERVICES

Family Protection including Life Protection, Critical Illness Cover and Private Medical Insurance...find out more

Regular Savings including Retirement Planning, Education Fee Planning and General Savings....find out more

Investment Management for existing and new portfolios....find out more

Guaranteed and Protected Funds...find out more

Latest News

15/11
Moscow Blue-Chip-Capital Protected-Investment Solutions
This strategy will suit investors looking to benefit from the expected growth in Russian equities which have fallen significanlty in the recent financial storm.
 
02/11
Sequoia up 10% year to date
Sequoia Global Trends continues to impress with a positive return in October of 2.72% in $ fund, making a return year to date of over 10%. The highly disciplined approach to the management of the fund continues to provide real value for investors.
 
28/10
New Guaranteed Funds
In times of great volatility it is perhaps only realistic that investors delay commiting funds to equity markets. Synergi Investment have been working with leading institutions to develop a range of guaranteed investment opportunities for these volatile t