About Us
At Synergy Data Investments, we specialise in structured, data-led property investment strategies across the UK. With over 18 years of experience and more than £15M deployed, we help investors build resilient, high-performing portfolios through ethical sourcing, intelligent analysis, and full-service delivery—from acquisition to asset management. Our mission is simple: to create secure, scalable wealth backed by real data, not speculation.


For the past 18 years, I’ve immersed myself in the financial markets. Studying, analysing, participating, and reflecting on every major economic shift to build my own version of financial freedom and self-determination. But this journey was never just about me. It was preparation, to now help others reclaim control of their financial future in a world that’s becoming increasingly uncertain, volatile, and difficult to navigate.
We’re living through a time where each day brings new geopolitical twists and economic disruptions. Fiat currencies are quietly losing purchasing power and public confidence. Central authorities continue to push the narrative of borrowing more to fix a debt-based system, making it clear we’re approaching a major monetary inflection point. Institutions like the WEF, BIS, IMF, and central banks appear to be laying the groundwork for a global monetary reset.
Through deep, data-driven analysis, many thought leaders have uncovered clear signs of a transition towards a digital economy, often branded as the “5th industrial revolution” or the “equitable stakeholder economy.” But behind the branding lies a stark reality: essentials like food, energy, and housing are being reshaped by new systems of control, deepening the divide between the haves and the have-nots.
My mission is clear, to use every tool and insight I’ve gained to build a data-driven approach that empowers individuals to achieve financial independence and define their own future before it’s too late. This isn’t about fear. It’s about knowledge. It’s about being proactive instead of reactive. About choosing ownership in a world accelerating towards the 2030 vision of “you’ll own nothing and be happy” (WEF, 2016). Through our unique, data-led strategies and value-based investing, we help people protect their future, preserve their time, and build lasting prosperity, on their own terms.

OUR APPROACH
At SDI Group, we take full ownership of every investment journey, acting as an extension of our clients’ teams with a 24/7, 365-day commitment to user-focused service.
Our end-to-end approach covers every stage — from building a clear investment roadmap, sourcing the right opportunities, and designing effective strategies, to enhancing asset value and delivering full project execution. With global clients relying on us for results, we ensure every step is data-driven, accountable, and aligned with long-term goals.

OUR APPROACH
At SDI Group, we take full ownership of every investment journey, acting as an extension of our clients’ teams with a 24/7, 365-day commitment to user-focused service. Our end-to-end approach covers every stage — from building a clear investment roadmap, sourcing the right opportunities, and designing effective strategies, to enhancing asset value and delivering full project execution. With global clients relying on us for results, we ensure every step is data-driven, accountable, and aligned with long-term goals.

Investment
Roadmap
Your personalised investment strategy begins here. We design, deploy and deliver a clear, roadmap tailored to your goals, including structured milestones, performance benchmarks, and regular reviews to ensure confidence and clarity throughout your journey.
Source & Secure Opportunities
Gain exclusive access to high-performing, off-market investment opportunities, often priced significantly below intrinsic value. We handle the entire acquisition process — from opportunity assessment and heads of terms, to compliance reviews and investor onboarding — assembling a trusted network of specialists along the way.
Strategy Design & Feasibility Planning
Every investment is carefully modelled, reviewed, and stress-tested against current and forecasted market conditions. We evaluate feasibility, optimise entry points, and ensure all investments are aligned with your portfolio objectives and broader economic indicators.
Execution
& Deployment
Our team manages the full deployment phase, overseeing execution with a focus on precision, compliance, and cost control. We maintain strategic oversight on contracts, capital allocation, and delivery timelines, ensuring each asset performs to its fullest potential.
Portfolio Oversight & Risk Management
We provide 24/7 visibility via your dedicated investor dashboard, offering real-time insights, progress tracking, and full operational transparency. From due diligence to dynamic risk mitigation, we ensure every investment is continually optimised and protected.
Asset Enhancement & Value Optimization
We apply enhancement strategies where appropriate, increasing asset value through operational efficiency, market positioning, or capital improvements. Every step is driven by return optimisation, with tailored inputs that support long-term yield performance.
Exit Strategy & Liquidity Planning
With a minimum of four exit routes built into every investment, we ensure flexibility and security throughout the lifecycle. Our valuation team provides detailed reporting, performance reviews, and access to FCA-regulated lending partners to maximize your returns when the time is right.
Ongoing Growth & Legacy Planning
Beyond short-term outcomes, we focus on building sustainable, generational wealth. Our long-term strategies incorporate trust structures, reinvestment frameworks, and succession planning — helping you build a legacy of financial resilience.
Investment
Roadmap
Your personalised investment strategy begins here. We design, deploy and deliver a clear, roadmap tailored to your goals, including structured milestones, performance benchmarks, and regular reviews to ensure confidence and clarity throughout your journey.
Source & Secure Opportunities
Gain exclusive access to high-performing, off-market investment opportunities, often priced significantly below intrinsic value. We handle the entire acquisition process — from opportunity assessment and heads of terms, to compliance reviews and investor onboarding — assembling a trusted network of specialists along the way.
Strategy Design & Feasibility Planning
Every investment is carefully modelled, reviewed, and stress-tested against current and forecasted market conditions. We evaluate feasibility, optimise entry points, and ensure all investments are aligned with your portfolio objectives and broader economic indicators.
Execution & Deployment
Our team manages the full deployment phase, overseeing execution with a focus on precision, compliance, and cost control. We maintain strategic oversight on contracts, capital allocation, and delivery timelines, ensuring each asset performs to its fullest potential.
Portfolio Oversight & Risk Management
We provide 24/7 visibility via your dedicated investor dashboard, offering real-time insights, progress tracking, and full operational transparency. From due diligence to dynamic risk mitigation, we ensure every investment is continually optimised and protected.
Asset Enhancement & Value Optimization
We apply enhancement strategies where appropriate, increasing asset value through operational efficiency, market positioning, or capital improvements. Every step is driven by return optimisation, with tailored inputs that support long-term yield performance.
Exit Strategy & Liquidity Planning
With a minimum of four exit routes built into every investment, we ensure flexibility and security throughout the lifecycle. Our valuation team provides detailed reporting, performance reviews, and access to FCA-regulated lending partners to maximize your returns when the time is right.
Ongoing Growth & Legacy Planning
Beyond short-term outcomes, we focus on building sustainable, generational wealth. Our long-term strategies incorporate trust structures, reinvestment frameworks, and succession planning — helping you build a legacy of financial resilience.
OUR BRAND PROMISES

Serving,
Not Selling
We serve, we do not sell. As a data-driven firm, the facts speak for themselves. We are your strategic partner delivering tailored, data-led investment options. No pushy tactics, just trust, security, and alignment with your financial goals.

Service Agreements
That Deliver
We rely on empirical data rather than speculation, applying proven intrinsic valuation principles to guide every investment. Each investment option is meticulously calculated to ensure unbiased, data-driven success.

Fully Certified
& Compliant
We adhere strictly to ICO, PRS, AML, PSC, and NAPSA standards, ensuring full transparency and accuracy. As a certified provider, we safeguard your interests with no hidden agendas, securing your financial future.

Formulas
Not Feelings
We adhere strictly to ICO, PRS, AML, PSC, and NAPSA standards, ensuring full transparency and accuracy. As a certified provider, we safeguard your interests with no hidden agendas, securing your financial future.

Serving,
Not Selling
We serve, we do not sell. As a data-driven firm, the facts speak for themselves. We are your strategic partner delivering tailored, data-led investment options. No pushy tactics, just trust, security, and alignment with your financial goals.

Service Agreements
That Deliver
We rely on empirical data rather than speculation, applying proven intrinsic valuation principles to guide every investment. Each investment option is meticulously calculated to ensure unbiased, data-driven success.

Fully Certified
& Compliant
We adhere strictly to ICO, PRS, AML, PSC, and NAPSA standards, ensuring full transparency and accuracy. As a certified provider, we safeguard your interests with no hidden agendas, securing your financial future.

Formulas
Not Feelings
We adhere strictly to ICO, PRS, AML, PSC, and NAPSA standards, ensuring full transparency and accuracy. As a certified provider, we safeguard your interests with no hidden agendas, securing your financial future.
OUR SERVICE PROMISES

Off-Market
Projects
Most of our opportunities are off- market and directly negotiated with stakeholders, allowing us to provide tailored portfolio assessments and exit strategies. This streamlined approach minimizes risks, costs, and delays, ensuring efficient acquisitions with minimal disruption.

Below Market
Value
Exclusive below-market investment opportunities that maximize returns through high-yield assets in prime sectors. Our expertise lies in sourcing undervalued opportunities, ensuring compliance, and delivering strong cash flow for sustainable portfolio growth.

Full Risk Mitigation
& Due Diligence
We thoroughly review every investment opportunity with a detailed 42-point checklist, covering financial metrics, compliance, historical performance, and economic factors. This ensures each asset is optimized for current conditions and safeguarded for long-term stability in a dynamic market.

Minimum
Four Exits
Every investment is structured with multiple exit strategies to safeguard your capital. Leveraging our extensive expertise, we create diversified options, ranging from high-yield assets to government partnerships, ensuring flexibility and long-term security.

Safe Entry
& Exits
Building a trusted brand takes years, but losing it takes moments—so we never compromise for short-term gains. Every investment undergoes a final stress test with our FCA-regulated partners, ensuring optimal entry and exit strategies. If it doesn’t meet our criteria, it doesn’t proceed.

5-Yr Market Pulse (Macro/Micro)
We base our investments on present conditions and future forecasts, using Tier 1 bank-approved methodologies to analyze historical data, CAGR, volatility, and growth for robust 3-5 year projections and sustainable success.

24/7, 365 End-to-End Process
We oversee every stage of each investment, ensuring seamless management from start to finish. From initial analysis and regulatory compliance to strategic execution and ongoing monitoring, we handle every detail. This provides you with peace of mind, allowing you to focus on what matters most.

Full Disclosure
& Learning
Partnering with us is a transformative experience. Learn at your own pace through a comprehensive program covering key principles, safeguards, and legal methods. Save on costly training by accessing our 17 years of expertise and benefiting from up to £30K in market-leading investments.

Off-Market
Projects
Most of our opportunities are off- market and directly negotiated with stakeholders, allowing us to provide tailored portfolio assessments and exit strategies. This streamlined approach minimizes risks, costs, and delays, ensuring efficient acquisitions with minimal disruption.

Below Market
Value
Exclusive below-market investment opportunities that maximize returns through high-yield assets in prime sectors. Our expertise lies in sourcing undervalued opportunities, ensuring compliance, and delivering strong cash flow for sustainable portfolio growth.

Full Risk Mitigation
& Due Diligence
We thoroughly review every investment opportunity with a detailed 42-point checklist, covering financial metrics, compliance, historical performance, and economic factors. This ensures each asset is optimized for current conditions and safeguarded for long-term stability in a dynamic market.

Minimum
Four Exits
Every investment is structured with multiple exit strategies to safeguard your capital. Leveraging our extensive expertise, we create diversified options, ranging from high-yield assets to government partnerships, ensuring flexibility and long-term security.

Safe Entry
& Exits
Building a trusted brand takes years, but losing it takes moments—so we never compromise for short-term gains. Every investment undergoes a final stress test with our FCA-regulated partners, ensuring optimal entry and exit strategies. If it doesn’t meet our criteria, it doesn’t proceed.

5-Yr Market Pulse (Macro/Micro)
We base our investments on present conditions and future forecasts, using Tier 1 bank-approved methodologies to analyze historical data, CAGR, volatility, and growth for robust 3-5 year projections and sustainable success.

24/7, 365 End-to-End Process
We oversee every stage of each investment, ensuring seamless management from start to finish. From initial analysis and regulatory compliance to strategic execution and ongoing monitoring, we handle every detail. This provides you with peace of mind, allowing you to focus on what matters most.

Full Disclosure
& Learning
Partnering with us is a transformative experience. Learn at your own pace through a comprehensive program covering key principles, safeguards, and legal methods. Save on costly training by accessing our 17 years of expertise and benefiting from up to £30K in market-leading investments.
OUR TEAM
We are a family run team of 10, with a wider team of 50 skilled trades, whilst also having on hand a full range of technical services such as RICS surveyors, engineers and legals to hand.
BUILD TEAM
Ben Read
Managing Director
Jake Rawlinson
Head of Services & Architecture
Clara Fielding
Head of Customer Success
Ben Read
Managing Director
Jake Rawlinson
Head of Services & Architecture
Clara Fielding
Head of Customer Success
Nadine Ijssel Urbano
Service Delivery Manager
John Lemuel Culinares
Marketing Manager
Robert Ramos
Marketing Assistant
Nadine Ijssel Urbano
Service Delivery Manager
John Lemuel Culinares
Marketing Manager
Robert Ramos
Marketing Assistant
Shayra May Abalos
Senior Executive Assistant
Maddie Ninguna
Executive Assistant
Cristine Cabugao
Marketing Assistant
Shayra May Abalos
Senior Executive Assistant
Maddie Ninguna
Executive Assistant
Cristine Cabugao
Marketing Assistant