Synthesis Wealth

Synthesis Wealth - Mortgage Advice Bath | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Synthesis Wealth

At Synthesis Wealth, we focus exclusively on residential mortgages, ensuring that every client receives informed guidance tailored to their unique circumstances. Nestled in the heart of Bath, I take pride in offering a comprehensive approach to mortgage broking, where understanding your needs is paramount. My process begins with an in-depth consultation, where I listen to your goals and concerns. Whether you’re a first-time buyer navigating the complexities of the property market or looking to remortgage your existing home, I ensure we cover all aspects of your situation. I believe that a well-informed client is empowered to make the right decisions, so I provide detailed explanations of the mortgage options available and the implications of each. Once we have established your requirements, I conduct thorough market research to identify suitable mortgage products that align with your financial objectives. I work closely with a variety of lenders, from high street banks to specialist mortgage providers, allowing me to present you with options that may not be readily accessible. This approach not only expands your choices but also increases the likelihood of securing a mortgage that effectively meets your needs. Navigating the paperwork can often be daunting, which is why I guide you through the entire application process. From preparing documentation to liaising with lenders on your behalf, I ensure that you remain informed at every stage. My goal is to simplify the experience, enabling you to focus on what truly matters—finding your new home. I understand that every client is different, and I take the time to build a relationship that fosters open communication. My commitment is to provide a seamless experience from your initial enquiry to the moment you receive your mortgage offer.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(1 reviews)

Sharon Giblin

4 Oct 2023

Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.