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  11. Vantage Limited

Vantage Limited

Independent Financial Adviser  Vantage Limited, St Helier, Jersey, JE2 4UF
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FCA authorised
Last authorised 1st March 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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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
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Matthew Munns IAC
MRS Yvonne Taylor Chartered MCSI, Dip (GRC)
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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