Synergy Financial Planning

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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.

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.

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.

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.

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.

Signed the PRI

Synergy Capital became the first alternative investment fund in the Middle East to sign the UN-sponsored Principles for Responsible Investment (PRI) in February 2021. Since then, we have worked closely with our portfolio companies to measure ESG impact, map progress against the 21 UN Sustainable Development Goals, and encourage adoption of ISSB standards.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Synergy Financial Planning

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