SWM Synergy

Independent Financial Adviser 2nd Floor, 26 Queen Street, St. Helier, Jersey, JE2 4WD
FCA verified
22nd July 2019
We drive down the cost of financial advice without sacrificing personal service, product quality or investment performance.
We can advise you on
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Kevin Goodbody BA (Hons), Cert PFS, PCIAM
Director
adviser-person
Tracey Freeman BSc (Hons), ACSI
Director
adviser-person
Guy Browning Cert PFS, PCIAM
Director
adviser-person
Stephen Le Fondre Cert PFS, MCSI
Director
adviser-person
Simon Dowling FCSI, ACIS
Managing Director
Where to find us

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

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.

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

SWM Limited (trading as SWM Synergy) is regulated by the Jersey Financial Services Commission and registered under the Data Protection (Jersey) Law 2018.

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