Whether you place your money inside a pension or not, investing money is one of the main reasons people come to us for advice. Unfortunately, there are so many investment options these days that it can seem impossible to find the one that is right for you.

We have simplified our investment offering by using professional investment managers to manage our clients’ money. We work with leading local and international discretionary investment managers. Our in-house investment offering, through Alexander Forbes Investments Jersey with our partnership with Mercer, allows access to a unique mix of investment funds not ordinarily available to individuals in the Channel Islands

Our wealth advisers will:

• help you identify what matters most to you
• find you a suitable investment that matches your risk profile
• find you an option that is in line with what you can afford, with the results you are looking for
• demystify investment jargon and help make investments easier.

Keeping your retirement on track

You may be starting a new job, changing employers, or getting ready to retire. For each of these important milestones in your working life, what your retirement looks like depends on:

• the decisions you make about how much you save
• what you do with those savings when moving between employers
• when you ultimately decide to retire

You are never too young or too old to save for retirement. You just need to make a start. We are a trusted adviser in Jersey and Guernsey for a significant number of individual clients.

Our advisers will work with you to understand how much you can afford to save. They will also research any existing pensions you might have. We have unearthed pensions that people didn’t know existed and we’ve helped them use the money towards a long and happy retirement.

Our in-house investment offering, through Alexander Forbes Investments Jersey in partnership with Mercer, allows access to a unique mix of investment funds not ordinarily available to retirement trust funds in the Channel Islands.