Investment & Retirement Planning
Investing with purpose. Retirement with confidence.
We help you make informed investment and retirement decisions based on your goals, time horizon, and comfort with risk.
Rather than reacting to headlines, we focus on disciplined, long-term strategies that support your wider financial plan.
What this includes
Investment strategy and portfolio construction
Pension planning and consolidation
Retirement income planning
Risk profiling and capacity for loss assessment
Ongoing alignment with your financial plan
Who it is For
Those building or managing long-term investments
Individuals approaching or planning for retirement
Anyone wanting clarity around pensions and retirement options
The aim is balance, sustainability, and confidence over time.
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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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