Who We Are
We started Onix Wealth because we believed people deserved better when it comes to financial planning. The advice should be clear, honest and built around the individual.
We know that important financial decisions can feel overwhelming. Major life events such as buying a home, planning for retirement and leaving a legacy. These aren't abstract numbers on a spreadsheet; they're the moments that define how you live your life. They should be taken seriously.
That's exactly why we put the client at the heart of all that we do. We're independent, which means we are not tied or restricted to certain products or investment managers. Our recommendations are always driven by what's right for you, nothing else.
We believe great advice doesn't stop at the meeting room door. Onix Wealth is built on a modern, technology-led approach that goes beyond the plan itself. The aim is to keep clients informed, educated and engaged with their financial goals.
What We Do
We provide clear regulated financial planning and advice to help people make confident decisions with their money. Our work covers building a plan, recommending the most suitable investment vehicles and ongoing support to keep you on track.
We cover areas such as retirement planning, investments, life insurance and tax planning.
This is our 4 step process to doing this:
01 Discovery | 02 Plans | 03 Recommendations | 04 Review
Ongoing Advice
Ongoing support provides continuous guidance to keep your financial strategy on track as your life, goals, and circumstances evolve. Through regular reviews, proactive adjustments, and access to trusted advice, we help ensure your plan remains aligned, resilient, and responsive, today and into the future.
Protection and Legacy Planning
Protection and legacy planning is about peace of mind today and confidence in tomorrow. We work with you to protect your income and assets, plan for life’s uncertainties, and design a thoughtful strategy to pass on your wealth. Ensuring you have a financial plan for your loved ones and your legacy lives on.
Takes time to build relationships
Nabil has a professional, trustworthy and relaxed manner as an adviser. He takes time to build a relationship that makes you to feel comfortable discussing your personal finances, offering concise information and clear answers to questions. Altogether, a very positive experience moving forward with investments.
Peter
Nabil has been excellent for me
I am a fairly anxious person anyway but when it comes to my life savings and assets I really wanted someone who could guide me through some important decisions. Nabil has answered so many questions that I have put to him in a very calm and professional manner. My knowledge of my financial position is totally clear now after Nabil has helped me consolidate some of my pensions. He has also advised me to move a Stocks and Shares ISA that I had. I now have one where my investments are being managed depending on the markets which is far better than what I had.
Thomas
Gave more time than expected
Nabil called me and we had a very detailed and lengthy initial call. He gave me more time than I expected. When we met he remembered so much detail from our call it gave me confidence. During the process I asked so many questions and made my concerns clear. Nabil was transparent and answered everything with professionalism and patience. He put together a sensible solution and made it clear where he felt we should leave things be if it did not benefit me to make changes.
Fiona
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Onix Wealth is a trading name of Onyx Synergy Limited which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
Onyx Synergy Limited is registered in England and Wales, company number 12219635. Registered address: Thorneloe House, 25 Barbourne Road, Worcester, Worcestershire, WR1 1RU
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances
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