Advisory Dealing from Synergy is 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.

  • Relationship with a specialist adviser

  • Advice on short, medium and long term trading strategies

  • Strategic recommendations on individual equities
  • Regular market commentary

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.

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

Manage your portfolio online.

Synergy financial Personality Profile

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.

How it works?

Trading StrategyTactics Annual Assessment

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

Get Started with Synergy Markets

Looking for help? Get in touch with us