Managed well, money can enable people to live the life they want to live. That’s why our approach to financial planning centres around lifestyle planning rather than pure financial advice.
Managed well, money can enable people to live the life they want to live. That’s why our approach to financial planning centres around lifestyle planning rather than pure financial advice.
Life cover, critical illness cover and income protection are cost-effective ways of protecting you and your loved ones from the financial impact that death or an unexpected illness could have.
Our dedicated space for a relaxed conversation regarding your finances. We offer free financial health checks, pension advice, investment management and help you navigate through these uncertain times with life protection options including income protection or critical illness cover. Join us for a coffee to find out more.
Access our client resources ranging from our investment philosophy to client service proposition and find out what makes our client relationships tick.
Managed well, money can enable people to live the life they want to live. That’s why our approach to financial planning centres around lifestyle planning rather than pure financial advice.
A protection package which will provide a pay-out if you’re unable
to work.
This will provide a lump sum if you’re diagnosed with a serious illness such as cancer, heart attack or stroke.
Life insurance provides a lump sum to your family if you were to die unexpectedly.
We’ll begin with a free, no-obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.
Your people are your most valuable asset, meaning happy, healthy employees are vital to the success of any business. In today’s challenging and unpredictable environment, it is more important than ever to put the wellbeing of your workforce at the forefront of business operations.
We are all more conscious and aware of climate change, global responsibilities and social issues which are constantly evolving but so is the number of investments in these areas. We are delighted to present the launch of our responsible investment proposition helping clients invest with a more sustainable future in mind.
Unity Chambers
28 Halkett Street
St Helier
Jersey JE2 4WJ
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The guidance and/or advice contained within this website is subject to the Jersey regulatory regime and is therefore targeted at consumers within this area. Advisa Wealth is a trading name of Advisa Financial Services Limited who is regulated by the Jersey Financial Services Commission in the conduct of investment business.
The guidance and/or advice contained within this website is subject to the Jersey regulatory regime and is therefore targeted at consumers within this area. Advisa Wealth is a trading name of Advisa Financial Services Limited who is regulated by the Jersey Financial Services Commission in the conduct of investment business.
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We have developed a unique and innovative approach to financial planning over the years, in response to our clients’ needs.
Whether you’re a private client or a company, our team of experienced financial planners take a holistic view of your requirements to develop the right solution.
Get in touch and let’s grab a coffee together.