Managed well, money can enable people to live the life they want to live. That’s why our approach to financial planning centres around lifestyle planning rather than pure financial advice. We believe in helping you to live the lifestyle you want and protecting your future financial security, using an efficient investment solution.

We work with a range of clients including companies, business owners, entrepreneurs, senior executives and individuals with significant levels of income and/or net worth. We are also pleased to be able to complement the services of other professional advisers such as lawyers and accountants.

We are one of Jersey’s leading and most trusted firms of independent financial planning professionals.
Established in 1995, we have developed a unique and innovative approach to financial planning over the years, in response to our clients’ needs. We do not see financial planning as something that can be done in isolation. Instead, whether you’re a private client or a company, our team of experienced financial planners take a holistic view of your requirements to develop the right solution.