Advisa are one of Jersey’s leading and most trusted firms of independent 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.
For individual clients, we believe in helping you live the lifestyle you want and protecting your future financial security. You never know what the future will hold, so we help you to prepare for every eventuality and work towards an active and prosperous retirement.
For corporate clients, we focus on providing the most relevant and cost effective range of employee benefits, ensuring both your firm and your employees get the help that matters the most.ity.
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services
HQ Location
Unity Chambers, 28 Halkett Street
St Helier, JE2 4WJ, JE
Keywords
Pre-Retirement and Post Retirement PlanningTax Efficient Investment PlanningLifetime Cashflow PlanningLifestyle Financial PlanningEmployee BenefitsKeyman & Shareholder Protection Planningand Trustee Investment