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.
With our private clients, we focus on helping them to lead the lifestyle they want, without ever running out of money. For our corporate clients, the emphasis is usually on providing them with the most relevant and cost effective mix of employee benefits.
We believe in delivering a highly personal service. In this day and age, where so much is automated or routed through a call centre, we like to differentiate ourselves by providing exceptional customer service. We always keep clients informed and respond to any questions on their personal investments or the economic environment.
Our goal is to exceed your expectations though our total focus on customer service. We take the time to understand your goals, aspirations and circumstances to ensure that we integrate and balance your needs with the most appropriate financial products. Whether your needs are simple and straightforward or you require advice on complex financial planning issues, our team are here to help.
We think you’ll find we’re a set of knowledgeable and experienced financial planning professionals, who are also down-to-earth, ‘real’ people with hopes and aspirations just like yourselves, so that we understand where you’re coming from. Put simply, we want to make your money work for you. That’s why we approach everything with a proactive, ‘can do’ attitude.