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
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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.
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This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances
© 2035 by Onix Wealth.. Designed by Studio Onya
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Our Process
This is our 4 step financial planning process.
1 Discovery
Your journey starts with a relaxed, no-obligation conversation at our cost. This is an opportunity for us to get to know each other, discuss what prompted you to seek advice and explore whether we’re the right fit. There’s no pressure or commitment. Just an open and honest chat to see how I can help.
2 Plans
Once we decide to move forward, we take a deep dive into your financial world — your assets and liabilities, income and expenses, risk appetite, goals, values, and aspirations. Everything we uncover here shapes a plan built around your life, not just the numbers.
3 Recommendation
After careful analysis and time at the drawing board, we return with a bespoke financial plan designed specifically for you. We walk through the recommendations together, ensuring everything is clear, aligned with your goals and structured to give you confidence in the path ahead.
4 Review
Financial planning isn’t a one-off event, it’s an ongoing partnership. We regularly review your plan with you to ensure it stays on track as your life, goals and circumstances evolve. I’m here to assist with adjustments, answer questions, and provide guidance whenever change is needed. Think of me as your financial personal trainer!