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Tailored wealth services for Jersey clients

For over 25 years we have provided the quality of wealth planning advice and support you need in a bespoke, effective and practical way. Our Jersey office is based in St Helier and from here we specialise in providing private wealth management services to Channel Island residents and clients across the world.

Whether you live locally or further afield, we can help to structure your finances to achieve the best outcomes for you and your family.

We can help with wealth planning, investment management and private banking. We also provide UK and Channel Islands residential or investment property mortgages, as well as lend against international investment portfolios.

Our dedicated team offers an award-winning end-to-end service, whatever your financial needs.

Contact our jersey team today

Benefits

The benefits of our Jersey wealth services

We offer a bespoke wealth management service that can cover your banking, wealth planning, investment, and borrowing needs.

Through the dedicated service of one of our experienced private bankers, you will benefit from access to our team of experts, offering wealth management solutions tailored to high-net-worth clients.

From the Jersey office we also provide Corporate Trustees with a dedicated team tailoring our offering to the specialist needs of trustees.

  • Cashflow planning

    It can be hard to visualise the future and how best to achieve your goals. Using specialist software we work with you to create a cashflow plan that allows you to make more informed financial decisions.

  • Borrowing

    With our bespoke lending solutions, you can access borrowing secured against a range of investments or property – giving you the flexibility you need, while supporting your long-term goals.

  • Planning for post-work living

    Opinions of life post-work have been redefined and the opportunities are wide and varied. We help you plan for this time to ensure you can continue enjoying your lifestyle on your terms.

OUR SERVICES

Our end-to-end service

No matter what stage you are at in your life – starting your own business, growing your family, or planning for post-work living – we can help. We offer a full range of services to help you manage, grow, and protect your wealth.

Our friendly team of experts offers a personal, bespoke service, tailored to your needs. Specialising in helping high-net-worth individuals – many of whom are living international lifestyles – we offer wealth planning, investing, private banking and lending services.

So, whatever your financial goals and aspirations – get in touch and see how we can help.

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Location

The largest of the British Channel Islands, Jersey is a British Crown Dependency with extremely close links to the UK.

Our Jersey office is situated in the heart of the International Finance Centre. We are a short drive from Jersey Airport with parking close by and within walking distance to popular hotels.

31 The Esplanade
St Helier
Jersey
JE1 1FB