Vantage Limited

Independent Financial Adviser Vantage Limited, No 4 The Forum, Grenville Street, St Helier, Jersey, JE2 4UF
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
9th September 2019
Our experienced, professionally qualified consultants provide our private clients with a professional yet personal range of financial services and advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Matthew Munns IAC
Yvonne Taylor Chartered MCSI, Dip (GRC)
Where to find us

Vantage Limited, No 4 The Forum, Grenville Street, St Helier, Jersey, JE2 4UF

Make an enquiry
About us

Vantage Limited offers a wide range of financial planning services including retirement planning, investment and protection advice to private and corporate clients.

Financial planning is all about achieving the things that are important to you in life. You may want to retire early, buy a holiday home or help your children through university or to buy a house. Whatever your ambitions, you need a structured financial plan to get your personal finances in order and your money working efficiently.

We provide holistic personal financial planning tailored to our clients own requirements, and those of their family.

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

Vantage Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment and Trust Company Business.

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