SWM Synergy

Independent Financial Adviser  2nd Floor, 26 Queen Street, Jersey, Channel islands, JE2 4WD
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FCA authorised
Last authorised 17th February 2020
We drive down the cost of financial advice without sacrificing personal service, product quality or investment performance.
We can advise you on
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Tracey Freeman BSc (Hons), ACSI
Director
Simon Dowling FCSI, ACIS
Managing Director
Stephen Le Fondre Cert PFS, MCSI
Director
Guy Browning Cert PFS, PCIAM
Director
Kevin Goodbody BA (Hons), Cert PFS, PCIAM
Director
About us

SWM Synergy is a boutique wealth manager.

Established in 1998, we are a leading Jersey based provider of professional financial planning and wealth management advice to individuals and businesses.

Our services

•Highly regarded and well established local firm;
•We provide you with a dedicated adviser;
•Qualified and experienced team, with expertise in savings, investments, pensions, protection and corporate services;
•Disciplined, comprehensive financial planning process;
•Access to high quality investment management;
•Variety of products and services available;
•Transparent charging policy;
•Committed to high quality service for the long term;
•Regular reviews provided; and
•We structure your finances to fit in with your lifestyle and/or business.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2nd Floor, 26 Queen Street, St. Helier, Jersey, JE2 4WD

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