Investing in a changing world.

Personal advice and our own research, alongside portfolios built with risk in mind.

Synergy Markets is a regulated investment firm. We advise clients on individual investments and on model portfolios managed by BlackRock, and we build our own research to support that advice.

Authorised and regulated · FRN 623190Investment Advice · Managed Portfolios

Since 2014.

Synergy was founded in 2014. From its origins advising clients on individual investments, the firm today also recommends professionally managed portfolios where appropriate.

Investment Advice Managed Portfolios Our research

Roots in Henley.

Synergy’s connection with Henley-on-Thames is a personal one. Founder Stephen Meli grew up in the town and rowed competitively there.

That connection remains part of the firm’s identity today, with clients able to meet Synergy by appointment in Henley as well as London and Somerset.

Why we start with risk.

Markets respond to more than company results. Three forces in particular can move many investments at once.

Geopolitics

Uncertainty that crosses borders

Conflict, trade disputes and elections can change the outlook for whole regions and industries, often quickly.

The economy

Inflation and interest rates

Changes in inflation and interest rates alter how shares and bonds behave, and sometimes how they behave together.

Technology

Disruption to whole industries

New technologies can reshape industries, creating opportunities for some companies and difficulties for others.

None of this can be predicted with confidence. What an investor can do is understand the risks a portfolio carries, and decide how much of them to take.

Why we chose BlackRock.

When we decided to offer managed portfolios, we chose the Transact – BlackRock Model Portfolio Service (MPS) on evidence. Our assessment examined the portfolios, their investment approach, historical performance, costs and overall value.

Three things decided it:

costs that can be set out clearly for each client;
written assessments of who the portfolios are designed for, and of the value they offer;
a service built into the Transact investment platform, which holds and administers the investments.

How the portfolios are run

Research and expertise

A dedicated team of portfolio managers and research professionals at BlackRock builds the portfolios, using BlackRock’s own research and modelling.

A disciplined process

Each portfolio is managed within written investment guidelines, and BlackRock meets Transact at least quarterly to review performance against them.

Built around risk

Each portfolio aims for a different level of risk, across a broad range of markets and asset classes.

How this works: Investing with risk in mind →

BlackRock’s capabilities reach far beyond these portfolios. Everything we say here about how the portfolios are run comes from the service’s own documents, not from BlackRock’s wider business. Read the Transact – BlackRock MPS client guide ↗

A target is an aim, not a limit: a portfolio’s ups and downs can be larger than intended, and every portfolio can fall in value.

You do not contract with BlackRock directly, and BlackRock does not provide advice to you. BlackRock and Managed Portfolio important information →

Three ways to work with us.

Whichever suits you, Synergy Markets is your investment adviser.

Managed Portfolios

Professionally managed

Model portfolios managed by BlackRock, recommended for you by Synergy where suitable.

Explore Managed Portfolios →

Investment Advice

Personal advice on individual investments

You make the decisions. We provide the advice.

Explore Investment Advice →

Both

Advice alongside a managed portfolio

Hold the shares we advise on alongside model portfolios managed by BlackRock, recommended for you where suitable, and stay as involved as you choose.

Speak to the investment adviser →

Our own research.

Alongside BlackRock’s published investment perspectives, we build research tools of our own for our advice on individual investments. They play no part in how the managed portfolios are run.

Synergy Intelligence

Gives our research a memory, keeping a dated record of the views we take and how they change. Its latest assessments are from 9 October 2026.

Trade Now

Helps us find companies that meet our research conditions.

Nautilus

A proprietary harmonic-pattern scanning system developed by Synergy Markets. It examines potential turning points in share prices.

What these tools find is not a forecast or a recommendation.

Intelligence adds evidence. The adviser makes the judgement.

See how our research works →

Who you will deal with.

Stephen Meli

Founder & Investment Adviser

Henley-on-Thames · London

Stephen founded Synergy Markets in 2014 and leads the firm’s investment advice and research. He advises clients on individual investments and portfolio strategy.

Gagan Daphu

Synergy Markets

Wedmore · Somerset

Gagan specialises in Synergy Markets’ Managed Portfolios offering, helping clients understand the available investment options. He works closely with Stephen across the firm’s advisory services.

Aniko Abelovszky

Operations

Aniko brings extensive financial-services experience to Synergy’s operations, having previously worked at UBS, CLSA, Olivetree Securities and Barclays Capital. Her background spans client onboarding, client relationship support, compliance and electronic client onboarding.

Synergy Markets Limited is authorised and regulated by the Financial Conduct Authority. FRN 623190.

Synergy Intelligence is the firm’s own research and market-intelligence system, operated for its own use; it is not, by itself, personal advice. Personal advice is provided only through the firm’s regulated advisory process. Discretionary investment management is undertaken separately by a regulated discretionary investment manager where appropriate. Investments can fall as well as rise.

Speak to the investment adviser