Pro Synergy Wealth & Tax Management Ltd
Location:
TRINITY HOUSE
Market Street
WS13 6LA
Lichfield
England
What We Do...
  • Commercial Mortgages

  • House Move or Re-Mortgage

  • Buy to Let Mortgages

About Pro Synergy Wealth & Tax Management Ltd

Pro Synergy Wealth & Tax Management Limited is primarily a wealth management company whom act for high net worth professional sports and media client across the whole of the UK.

 

We have a dedicated friendly mortgage team in house whom look after all of our clients needs and are full up to date with latest criteria changes and lending restrictions.

 

We specialize in large mortgage loans above £300,000 and tricky to place cases due to the nature of our primary clients. However actively also work with retail clients requiring smaller mortgage loans for either residential homes or investment properties. We also look after many clients obtaining mortgages through Limited Companies rather than in personal names. With many of the tax changes coming intro force that will reduce profitability of investment property for landlords, we can also look t advise you on the most tax efficient way to purchase investment properties.

PS are offered preferential rates due to the volumes and calibre of mortgages that we process from application to completion, we can pass these preferential rates onto you to ensure that you getting the best deals available.

 

Whilst working with you to find a solution for your mortgage needs, we are also able to advise you on mortgage related needs including life insurance and general insurance. Being whole of market advisors, we will look at the most cost effective and comprehensive cover for your needs whilst also taking account your budget and what’s important to you.

 

We look forward to working with you both now and in the future.

Experience & Qualifications

The Directors and members of the mortgage team have over 20 years experience providing quality, regulated mortgage advise to arrange of clients.

The mortgage advisors passed their qualifications with distinction, we also work along side a specialist compliance firm to ensure that we are always up to date with the latest rules and offerings with the mortgage market.

Pro Synergy Wealth & Tax Mng Ltd is regulated by the Financial Conduct Authority.

Testimonials

Pro Synergy Have helped me to remortgage two previous residential properties onto BTL mortgages, saving me over £700 per month in mortgage payments, they then proceeded to obtain tenants for the rental properties meaning my mortgages are now paid via the rent. In addition they advised me on rent guarantee insurance & landlords cover to ensure that my assets were adequately protected in every eventually. Top quality advice from a top quality firm.

 
- Darren, London

Having approached previous mortgage brokers to try and obtain a mortgage i was recommended to speak with Pro Synergy. Having  adverse credit, with a small deposit and on contract employment I was previously told that I would be unable to get a mortgage. Sam at Pro Synergy took the time to research and speak to me with regards to my issues, she helped me to get CCJs showing as satisfied and found me a great deal with a mainstream lender allowing me to buy my dream home. Very grateful for all of the help and ongoing assistance that Pro Synergy have given to me and I’m not very pleased to say I’m a full engaged client with the firm and have recommended other people to them.

 
- Andrew, Birmingham

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