Wealth Management Services

We have many years experience in helping our clients to construct a tax efficient strategy with the objective to build on and protect their wealth as well as address their financial needs and objectives for liquidity and flexibility. We are used to working alongside your financial and legal advisers to help you achieve your objectives and have strong relationships with many of the UK and Jersey’s leading firms.

Financial review

Now is the time to review your financial position and look for ways to enhance your wealth. Call us today to a arrange a no obligation consultation to discuss how we can give you peace of mind that you are making your income and capital work for your in the most effective way.

Lifetime and retirement planning

We offer sound financial planning including the reassurance that retirement arrangements and financial provision for you and your family has been well taken care of. Where appropriate, our specialist in-house Trusts and Family Wealth team can advise on the role trusts have to play in helping to ensure continuity through the generations.

Recommended advisors

We facilitate access to leading fund managers and wealth advisors who with our personal tax experts can help you to understand the complexities of the financial marketplace and provide you with a tailor-made package of advice and on-going support to maximise and protect your wealth. We only select possible advisers for you that share our business philosophy of success through understanding your individual needs.

For further information on our wealth management services please contact John Elliott.