This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. Wider Britain
  6. breadcrumbs-arrow
  7. Channel Islands
  8. breadcrumbs-arrow
  9. Jersey
  10. breadcrumbs-arrow
  11. Vantage Limited

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
10/10
FCA verified
24th June 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
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Ethical investments
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
Make an enquiry Request a call back 08007 562197 Recommend to a friend
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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    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

Similar advisers near you

SWM Synergy
Independent Financial Adviser 0.15 mi
We drive down the cost of financial advice without sacrificing personal service, product quality or investment performance.
 
See profile
Moore Stephens Financial Management
Independent Financial Adviser 0.87 mi
Our mission is to add real value to our clients by delivering practical and affordable solutions.
 
See profile
European Insurance Brokers Ltd
Independent Financial Adviser 1.05 mi
We offer a personal and professional financial planning service and our basic principles underpin our relationship with our clients. 
 
See profile
Hsbc Bank Plc - Offshore Islands
Independent Financial Adviser 0.61 mi
 
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.