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Syndaxi Financial Planning

Syndaxi Financial Planning

Syndaxi is best described as a "boutique" firm that provides financial planning and investment advice in either an integrated or modular format. This is because: By managing ourselves we can remain manageable in size, never becoming an impersonal company with ambitions focusing more on company growth than services to our clients We can then focus on our small number of clients without becoming detached from your case, devoting the maximum time possible to your needs We remain an independent company, having no ties to fund management or insurance companies, only answering to the FCA and you, our client We Favour a Team Approach All too often one of the major failings of a financial planning firm is that it becomes far too dependent on one individual delivering the firm's services to the client. Syndaxi operates on a team basis, with a highly trained range of staff that can satisfy your needs as a client, even when not all of us are currently in the office. This makes us an accessible and reliable choice and we will always be on hand to assist you with our services, no matter where we are.

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About Syndaxi Financial Planning

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Location

City

Prestwick

State

South Ayrshire

Country

United Kingdom

Tech Stack (9)

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