Wealth Financial Planning Jersey Limited is a New Model, fee based, Financial Planning firm, regulated by the Jersey Financial Services Commission.
Wealth Financial Planning Jersey Limited is registered to carry out investment business under class D as prescribed by Article 1 of the Financial Services (Financial Services Business) (Jersey) Order 2009.
Wealth offers a Client Service Agreement with three levels of services to choose from, ranging from Transactional, Wealth Management and Wealth Premier Account.
Wealth Financial Planning offers a transparent cost effective professional process that can be tailored to the clients requirements.
As well as the latest risk and pension profiling tools, Wealth offers risk rated, model portfolios and investor platforms offering a huge selection of investment funds. For Premier clients, Wealth collaborate with a selection of the best performing offshore Discretionary Fund Managers, who can build an investment portfolio to suit the needs and risk appetites of the individual or Fiduciary company.
Wealth also offers advice on Pension Planning, Jersey Retirement Annuity Trusts and Jersey Personal Pension Companies, including QROPS transfers.
We offer a range of protection products including Life and Critical Illness cover.
Full details of our services, fees and charges are available on appointment.