Advisory Dealing from Synergy

A specialist advisory stockbroking service giving you access to global equity markets. It is interactive and relationship-based, providing investment advice to suit your specific objectives.

  • Professional impartial investment advice from an Adviser you can trust

  • A two-way, long-term relationship where you stay in control

  • Advice on short, medium and long term trading strategies

  • Strategic recommendations on individual equities
  • Regular market commentary
  • The freedom to discuss our suggestions and yours
  • The reassurance of an experienced helping hand
Service Overview

How does Advisory Dealing work?

What will my Adviser do for me?

All investors have different need and goals. So we give you your own personal Adviser.

Advisory dealing is not a discretionary service; Therefore, your Adviser is is not acting as an investment manager. This means that you will take all investment decisions in relation to your portfolio.

As your Adviser is not acting as an investment manager they are not required to provide advice on the ongoing suitability of your portfolio.

What does Advisory Dealing offer?

Active Trading – We aim 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.

Portfolio Construction – Based around your individual requirements and risk profile. Keep control of your investment decisions and benefit from direct access to your stockbroker for research, advice and commentary.

Contracts for Difference – 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 are the benefits of Advisory Dealing

Investment advice – A bespoke advisory service to suit your individual needs. We generate unique ideas and strategies to fit your investment profile.

Products available – Receive advice on equities, fixed income, CFDs, and SpreadBets. Trade Execution-only on other products.

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 – Manage your portfolio online.

Ready to talk?

Do you have more than £250,000 or more in investable assets?

YES
NO

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.

Get Started with Synergy Markets

Looking for help? Get in touch with us