Established in 2010, Wealth Jersey is an independent investment advisory and financial planning company, who believe in building personal and long-term relationships with local and international; individuals, corporates and fiduciary clients.

  • Based on your financial objectives and circumstances, we create and recommend an appropriate solution for your particular requirements.

  • We offer a tailored service and fee proposal, subject to any complexities and variations of the requirements.

  • We offer tailored services to International High Net Worth individuals, including investment consultancy, international pension transfers* (QROPs)

    *Subject to relevant tax advice.

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Investment Advice

  • Discretionary Investment Managers

  • Investment Platforms

  • Collective Funds

Financial Protection

  • Life and Term Assurance

  • Mortgage Protection

  • Trustee

  • Group Financial Protection

Pensions and Retirement Advice

  • Retirement Annuity Trusts

  • Corporate Schemes

  • Pension Transfers

  • International Pension Transfers