Get in touch with Advisa today
About Us
Jersey's leading financial planning professionals
Established in 1995, we have developed a unique and innovative approach to financial planning over the years, in response to our clients’ needs. We do not see financial planning as something that can be done in isolation. Instead, 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.
Our Promise
Putting our clients first is genuinely at the heart of everything we do. It is also something shared by everyone in the business, not just a dictate from the top.
What does this mean in practice? We will treat everyone as an individual, we will fully evaluate your attitude to risk and we will use our unique investment proposition to give you a risk-rated portfolio to match your attitude to risk.We will offer you regular reviews as required to ensure you are on track to your respective goals.
We are committed to building an ongoing lifetime relationship with you. We think you’ll find we’re a set of knowledgeable and experienced financial planning professionals who are ‘real’ people with hopes and aspirations just like yourselves. This means we understand where you’re coming from. We want to make your money work for you and so will approach everything with a proactive, ‘can do’ attitude.
Focus on individual goals
With our private clients, we focus on helping them to lead the lifestyle they want, without ever running out of money. For our corporate clients, the emphasis is usually on providing them with the most relevant and cost effective mix of employee benefits.
We believe in delivering a highly personal service. In this day and age, where so much is automated or routed through a call centre, we like to differentiate ourselves by providing exceptional customer service. We always keep clients informed and respond to any questions on their personal investments or the economic environment.
Our Goal
Our goal is to exceed your expectations though our total focus on customer service. We take the time to understand your goals, aspirations and circumstances to ensure that we integrate and balance your needs with the most appropriate financial products. Whether your needs are simple and straightforward or you require advice on complex financial planning issues, our team are here to help.
We think you’ll find we’re a set of knowledgeable and experienced financial planning professionals, who are also down-to-earth, ‘real’ people with hopes and aspirations just like yourselves, so that we understand where you’re coming from. Put simply, we want to make your money work for you. That’s why we approach everything with a proactive, ‘can do’ attitude.
Our people
We think you’ll find we’re a set of knowledgeable and experienced financial planning professionals, who are also down-to-earth, ‘real’ people with hopes and aspirations just like yourselves, so that we understand where you’re coming from. Put simply, we want to make your money work for you.
Let's start with a FREE initial consultation
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.