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Samantha Sharrard

Pro Synergy Wealth & Tax Management Ltd

Pro Synergy Wealth & Tax Management Ltd Main Logo
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 whats important to you. We look forward to working with you both now and in the future.

Location: TRINITY HOUSE Market Street, Lichfield, WS13 6LA

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.

FCA Registration Number: 502652

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

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