About us

We are one of Jersey’s leading independent firms of financial advisers and planners. 

Since 1995, we’ve developed a unique and innovative approach to financial planning and advice in response to our clients’ needs. Financial planning is not something that can be done in isolation, it’s a collaborative effort. That’s why we take a holistic view of your situation, so we can develop the right solution, tailored exactly to your needs. 

For our private clients, we help them to lead the lifestyle they want, both before and after retirement, without the concern of ever running out of money. We’ve worked with some of our clients for decades and look to grow with our clients, because when they do well, so do we. 

For our corporate clients, we provide relevant and cost effective employee benefits – though we’re not limited solely to this. We also provide bespoke business protection that stands the test of time. 

We believe in delivering a highly personal service. In a world of automation and call centres, we differentiate ourselves by providing an exceptional customer experience. We always keep clients informed and respond promptly to any questions on their personal investments or the economic environment. 

Our goal is to exceed expectations. We are committed to our clients’ long-term ambitions and best interests, as reflected by our long-standing client relationships. We take the time to understand your goals, aspirations and circumstances so we can deliver the most appropriate financial advice and solutions. Whether this is straightforward or complex, our team of experts are here to help. 

We’re a set of knowledgeable and experienced financial planning professionals and we pride ourselves on being down-to-earth, approachable and understanding. In the end, we want to make your money work for you to ensure you find time for what really matters..

If you would like to get in touch to discuss how we can help, please call us on +44 1534 724 241.