Financial Planning & Strategy
A clear plan for where you are, and where you’re going.
Financial planning is the foundation of everything we do. It brings structure and clarity to your finances, helping you understand what’s possible and how to get there.
This service is designed to give you a clear financial roadmap, built around your goals and lifestyle.
We use state of the art cashflow modelling to help bring your financial planning to life.
*The Financial Conduct Authority does not regulate Cashflow Planning.
What this includes
Goal setting and priority planning
Cashflow and affordability modelling
Long-term wealth strategy
Planning for major life events
Scenario planning and stress testing
Who it is For
Individuals or families wanting clarity and direction
Professionals planning for the future
Anyone feeling unsure how their finances fit together
This isn’t a one-size-fits-all plan. It’s a strategy built around you.
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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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