Services
Financial planning that puts you first.
Your finances should work for the life you want to lead. At Onix Wealth, we take the time to understand what's important to you, where you want to be and what you want your wealth to achieve.
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From growing and protecting your wealth to planning for retirement and beyond, our four core service areas bring together the expertise and ongoing support to help you make confident financial decisions at every stage of life.
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​.
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.
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
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