Advisory Managed 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.

Advisory Managed 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 on your positions

  • Strategic recommendations on individual equities
  • Regular market commentary

What does Advisory Managed offer?

Bespoke 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.

You’re in
Control

When creating and advising on your portfolio, we ensure that stocks are selected according to your specific individual needs. We are able to advise free from any restrictions such as or in-house buy-lists. With no such constraints placed upon our investment Advisers, the result is that we can help create and advise on individually tailored portfolios.

Would I suit Advisory Managed?

Advisory Dealing is for private investors, financial intermediaries and trusts.

Products available through Advisory Managed

Developed equities listed on major markets, fixed income securities, developed global equities and fixed income investments.

How can I get started?

A specialist adviser will speak with you to discuss the Advisory Managed service, and help you setup the service.

What are the benefits of Advisory Managed

Personalised Investment
Advice

A bespoke advisory service to suit your individual needs. We generate unique ideas and strategies to fit your investment profile. This is an on-going advisory service.

Broad Product
Range

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

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.

How it works?

Trading StrategyTactics Annual Assessment

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

1. Agree Objectives

Agree specific objectives for your Advisory Dealing portfolio as part of your overall investment objectives

2. Simple Application

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3. Regular Reviews

These create investment ideas and opportunities.

4. Make Changes

Tactical Changes are made to take advantage of these ideas and opportunities.

5. React to the Market

The markets move, your specialist Adviser contacts you to take profit, minimise losses, capitalise on new and emerging opportunities.

6. Annual Assessment

An annual review is conducted of your portfolio performance with your Specialist Investment Adviser.

Synergy financial Personality Profile

Get Started with Synergy Markets

Looking for help? Get in touch with us