Advisory Dealing

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Advisory Dealing from Synergy is a specialist advisory stockbroking service giving you access to global equity markets. It is interactive and relationship-based, providing tailored investment advice to suit your specific objectives.

Active Trading aims to capitalise on short term movements in developed equity markets. You work with your personal investment adviser to identify individual equity opportunities, whether they are based on daily, weekly or monthly movements.

Bespoke portfolio construction based around your individual requirements and risk profile. Keep control of your investment decisions and benefit from direct access to our proprietary investment screening software.

A Contracts for Differences margin trading service is available on individual equities, indices, spot FX and commodities. There is no stamp duty payable on the transactions and portfolio hedging strategies through your investment adviser. CFDs are higher risk investments. Trading CFDs on margin can result in losses that exceed your initial deposit. Professional clients can lose more than they deposit.

Would I suit Advisory Dealing
Advisory Dealing is for private investors, financial intermediaries and trusts.
Products available through Advisory Dealing
Developed equities listed on major markets, fixed income securities and contracts for difference.
How can I get started?

A specialist adviser will speak with you and your existing private banker or relationship manager to discuss Advisory Dealing in more detail, and help you setup the service.

What does Advisory Dealing offer?
Advisory Dealing creates customised solutions using a full range of investment instruments. Depending on your currency requirements, you can benefit from:
  • Relationship with a specialist adviser
  • Advice on short, medium and long term trading strategies
  • Regular reviews of your positions
  • Strategic recommendations on individual equities
  • Regular market commentary
  • Onshore and Offshore trading
What are the benefits of Advisory Dealing
  • Personalised investment advice: A bespoke advisory service to suit your individual needs. We generate unique ideas and strategies to fit your investment profile.
  • Broad range of products: Choose from equities, fixed income, investment trusts, Exchange Traded Funds and Contracts for Difference.
  • Outstanding execution: You can rely on a consistent market-leading service.
  • Innovative research: Targeted, cross-product research covering global and regional views. We can also leverage our proprietary technology to assist your investment strategy.
  • Login online to manage you portfolio

Synergy Financial Personality Profile

The Synergy financial personality profile model highlights the typical characteristics of Advisory Dealing clients.

How does Advisory Dealing work?

To arrange for a phone-based consultation for suitability please contact us

Ready to talk?

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Do you have more then £500,000 or more in investable assets?

You can either call us on +(44)2038 688 821 or request a call back
Unfortunately you do not meet the minimum requirements for the advisory service. You can still explore our execution only service through one of our affiliated partners.
London CityPoint Tower, Ropemaker Street, London, EC2Y 9HT info@synergy-markets.com +44 (0) 203 868 8821