SYS Group Information

A major financial services company, SYS Group are expert Financial Planners with particular expertise in pensions, life protection, retirement and inheritance planning, savings & investments and strategic wealth management. The company now has 32 staff, over 3,000 clients and 250M funds under management. Our SYS financial consultants offer a “Sophisticated Yet Simple” 5 step model to build a financial plan to help you achieve your financial life goals. Our Process: 1. We identify your financial objectives and analyse your attitude to risk. 2. We research the marketplace to find the most suitable products that will match your agenda. 3. We make solid expert recommendations, factoring in price, previous performance and suitability to your agreed goals. 4. We develop a structured financial plan tailored to your specific choices and aspirations for you, your family and your business. 5. We provide an ongoing advisory and expertise service to keep you up-to-date with what’s happening in your world versus the world at large, and advise on adjustments to address these changes. We will be with you each step of the way. Our particular style and approach to your financial journey is unique. The practical support we give our clients makes a real difference to people’s lives and this is measured by the strength of the lifetime relationships we continue to build.