Moore Stephens Financial Management

Independent Financial Adviser PO Box 691, First Island House, Peter Street, St Helier, Jersey, Channel Islands, JE2 4SP
FCA verified
22nd July 2019
Our mission is to add real value to our clients by delivering practical and affordable solutions.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Tom Lewis
adviser-person
Craig Wallder ACSI
Director
Where to find us

PO Box 691, First Island House, Peter Street, St Helier, Jersey, Channel Islands, JE2 4SP

About us

• A dedicated and focused team
• Wholly responsive to the needs of our clients
• The ability to de-mystify investment jargon
• Providing workable solutions
• Developing strong relationships with our clients by being entirely aligned with their interests
• The ability to integrate our services according
to our clients’ needs
• To provide practical support at all levels
• Full transparency on all fees and charges
• The ability to adapt to our clients’ changing requirements.

Our services

Moore Stephens Financial Management Limited has an
experienced and highly qualified team that is dedicated
to advising clients, both individuals and businesses, on
how to manage their income and assets to ensure their
financial security both now and in the future. This will
include advice on a wide range of product areas, from
investments and savings to insurance and pensions. As
Independent Financial Advisers (IFAs) with no in-house
products to promote, our interests are always aligned
with those of our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Moore Stephens Financial Management Limited is regulated by the Jersey Financial Services Commission. We only accept new clients who are residents of the Island of Jersey. We are unable to provide services to persons resident elsewhere.

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