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