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

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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 08007 562197 Recommend to a friend

Meet our advisers

Matthew Munns IAC

Qualifications & Accreditations Hide qualifications

IA - Investment Advice (CISI)

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

Yvonne Taylor Chartered MCSI, Dip (GRC)

Qualifications & Accreditations Hide qualifications

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

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.

Compliance

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

Make an enquiry Request a call back 08007 562197 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- 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
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£250,000

Compliance

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

Make an enquiry Request a call back 08007 562197 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08007 562197 Recommend to a friend

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