Your Wealth Deserves
Expert Care
Lifestyle Financial Planning that puts you at the centre. We help Jersey families build, protect, and transfer wealth with confidence.
Backed by global financial leaders
Comprehensive Wealth Management
From protecting your family to building lasting wealth, we provide end-to-end financial guidance tailored to Jersey's unique landscape.
Holistic Planning
Complete lifestyle financial planning that considers every aspect of your financial life - from daily budgeting to generational wealth transfer.
Protection Planning
Safeguard your family's future with comprehensive life assurance, income protection, and critical illness cover tailored to Jersey residents.
Retirement Planning
Build the retirement you deserve with pension planning, QROPS guidance, and income strategies for life after work.
Investment Planning
Grow your wealth with personalised investment portfolios aligned to your risk tolerance, time horizon, and financial goals.
Legacy Planning
Ensure your wealth passes efficiently to the next generation with estate planning, trust structures, and inheritance tax strategies.
Corporate Solutions
Defined Contribution Master Trust, International Savings Plans, and Employee Benefit Trusts for Jersey businesses.
Exclusive Planning Tools
Unique resources to help visualise and achieve your financial goals
Vision Board
Visualise your financial future and map the journey to achieve it
Money Storytypes
Understand your relationship with money through behavioural insights
Wealthspan
Map your wealth journey from accumulation to distribution
50 Years of
Trusted Guidance
Alex Forbes Jersey has been helping families and businesses achieve financial security since 1975. As part of the Alexander Forbes Group, we combine local expertise with global resources to deliver exceptional financial planning services.
Our Lifestyle Financial Planning approach puts you at the centre of everything we do. We don't just manage investments - we help you understand your relationship with money and create a roadmap for the life you want to live.
Alex Forbes Jersey
Wealth Consultants
Our Journey
Meet Your Financial Partners
A dedicated team of qualified professionals committed to helping you achieve your financial goals with expertise and care.
Want to learn more about our team and how we can help?
Schedule a consultation today→Get in Touch
Ready to start your financial journey? Reach out today and let's discuss how we can help you achieve your goals.