Synergy Financial Planning

Not verified. Claim this page

Sustainability Summary

  • This is an unclaimed profile. Synergy Financial Planning has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

Synergy Financial Planning Sustainability Profile

Sustainability Summary

  • This is an unclaimed profile. Synergy Financial Planning has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

 
Synergy Financial Planning presents sustainability and ESG as part of responsible business practice across its operations and investment-related services. The company says it is focused on creating a more environmentally and socially sustainable world, reducing its impact on the planet, and enhancing the wellbeing of staff and communities. Its ESG material highlights carbon measurement and reporting, emissions reduction, carbon offsetting, equal opportunities, and social value. Related content from Synergy Capital and Inspired also refers to ESG integration, responsible investment, climate-related disclosures, and support for net-zero strategies and ESG reporting.

About Synergy Financial Planning

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United Kingdom

Synergy Financial Planning Sustainability Actions

Measured and reported emissions

We partner with a specialist firm Alectro.io to collect and analyse data across our operations and supply chain. This helps us accurately measure our carbon footprint, supported by a company-wide energy policy to minimize emissions. We are among the few in our industry to measure and publicly report our emissions on a per-employee basis, providing a clear picture of our environmental impact.

13

Purchased carbon credits

After reducing our emissions through efficiency and behavioural changes, we purchase carbon credits to neutralize our remaining footprint which made us carbon neutral in 2024. Our employees have a say in selecting the carbon offsetting projects we support. These are Gold Standard verified projects which advance the UN’s Sustainable Development Goals.

13

Supported equal opportunities

Synergy LLP is committed to encouraging and achieving a working environment which is underpinned by fairness to all individuals, where equality and diversity are recognised, encouraged and valued, and the concept of individual responsibility is accepted by all. Our policy is to employ, promote and treat all applicants and employees in the same way, regardless of the following ‘Protected Characteristics’: age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage or civil partnership, or pregnancy and maternity.

5 10

Supported local communities

Synergy aims to actively support the local communities, businesses and charities within the vicinity of our offices and projects across the UK. We always aim to respect the needs of our people, our clients, the local community, local economic development/initiatives and the environment.

11

Integrated ESG in investments

Synergy Capital integrates ESG (Environmental, Social, and Governance) principles at every stage of our investment process, convinced that strong ESG standards drive better long-term returns and deliver meaningful benefits to communities. We integrate ESG practices into all activities and lifecycles of our funds.

8 12 13
See All (6)

Synergy Financial Planning Sustainability Commitments

2025

Responsible Investment Policy

DownloadResponsible Investment Policy 2025

2025

Sustainability Report

DownloadSustainability Report 2025

Is Synergy Financial Planning Sustainable? info Welcome to Sustainability Tracker! Click to learn more.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Synergy Financial Planning

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United Kingdom

Sustainable Development Goals

Synergy Financial Planning is committed to advancing these Global Goals to promote prosperity for people & planet.

Logo

Logo

Logo

Logo

Logo

Logo

Logo