Wealth Financial Planning Jersey Limited is a New Model fee-based, financial planning firm, regulated by the Jersey Financial Services Commission.
Established in 2010, Wealth offers a forward thinking service that caters for every aspect of a client’s financial planning.
Our clientele ranges from individuals saving for their pension to high net worth individuals, to family offices and also include multi-national organisations, as well as partnering with trustees, accountants and other professionals to implement solutions for mutual clients.
Whether you require a straight forward annual health check of your family’s finances and existing arrangements, or a bespoke investment management and monitoring process for a large and complex portfolio, we have a solution. We believe in offering a choice of distinct service levels with transparent, easy-to-understand charges.
Our highly qualified staff draws on over 100 years of combined financial services experience, pulling together a diverse and complimentary range of skills. With access to an extensive network of investment managers, tax specialists and fund analysts, we provide a truly independent service to our distinguished clients.