Savings and Investment Solutions

We're committed to helping you identify new business opportunities and deliver solutions to help your clients reach their goals. If you need any further support or information, the contact details for our expert team are below.

Find the answers to your technical questions on savings and investments.

Savings and investments technical questions

Find out more about the Synergy Investment Bond and Synergy Regular Invest opportunities below.

Saving for gift tax

Help your clients save for their children's gift tax by using Section 73 relief.

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Invest in their future

Invest in their future, help your clients to give their children the best start in life.

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Share your wealth

Many clients want to give gifts to their loved ones, but often want to retain control over how the money is invested. And do it tax efficiently.

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Company Investment

With such a low deposit rate more companies are searching for the potential of a better return with a trusted provider.

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Adviser special terms

Synergy Regular Invest is a flexible investment policy which you can tailor to your changing life goals and finanical needs.

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Contact us


Need help?

Get in touch with our Technical Solutions team by phone or email

Janice Nevin
Technical Consultant
(01) 639 7620