Financial Planning Services

Affinity Private Wealth is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on ...

Affinity Trust Limited is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on c...

We specialise in the provision of corporate benefits and individual wealth management. Our corporate benefits team provides consultancy and administration services for pensions, death and disability ...

Belasko is a specialist boutique provider of fund and fiduciary services to clients, intermediaries and asset managers around the world across all asset classes.

Brooks Macdonald Group plc, through its various subsidiaries, provides leading investment management services in the UK and internationally. The Group, founded in 1991 and began trading on AIM in 2005...

Established in 1979 the BWCI Group is the largest firm of actuaries and consultants in any International Finance Centre globally. We provide a broad range services to our clients based in the Channel ...

Our reputation and success have grown year on year. Now, in the UK and Europe, we are proud to manage and administer £33.7bn of assets (as at 31 December 2023), so you can be confident your wealth is...

At Fairway Group we put our clients first. As an independent, owner-managed fiduciary group offering private client, corporate, funds and pension services, we are able to provide continuity to every c...

Hawksford is an international provider of Corporate, Private Client and Funds services. Whether you’re a multinational corporation, a family-owned company, a fund manager, a growth or early-stage bu...

HIGHVERN is an award-winning provider of private wealth, fund and corporate administration services.

Wealth advisory and financial planning specialists serving individuals, families, trustees and businesses for Channel Islands and International clients.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental pa...

KPMG in the Crown Dependencies is a leading provider of professional services, including Audit, Tax and Advisory. We are a business of 460 people, locally owned, and dedicated to serving the key indus...

Headquartered in Guernsey, Oak Group is a private client, corporate services, and fund administration business with offices in Guernsey, Jersey, Isle of Man, and Mauritius. Formed in 2018 through t...

Ocorian is a global leader in fund administration, corporate, fiduciary and capital markets services. With offices worldwide and customised, scalable solutions - our global network is designed to deli...

Headquartered in London, Quilter Cheviot has been helping clients grow and preserve their wealth since 1771 and for over 50 years, we have worked with both private clients and professional intermediar...

ZEDRA is an international provider of Corporate & Global Expansion, Active Wealth, Pensions & Incentives and Fund solutions.