Launch of Reckon Financial Services promises disruption in the sector

Reckon Financial Services, is looking to disrupt the sector by combining years of frontline commercial expertise with a deeply tailored and broad service offering, complemented by a fully digitised client experience.

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The Jersey headquartered company, which received its Trust Company Business licence during the summer, has been co-founded by Alfie Greenway and Jim McCartan.

“There’s undoubtedly an opportunity for a more involved, transparent, and tailored approach to financial services, and that’s exactly what Reckon Financial Services provides,” commented Alfie Greenway, Co-Founder and Director of Reckon Financial Services.

“We’re a rarity among other financial services firms because we bring years of commercial experience in structuring and leading the financial function within companies of all sizes. That makes us better problem solvers, better strategists, and ultimately, better partners in our clients’ financial machine.”

To achieve its aim of being the trusted partner for complete financial preparedness, Reckon Financial Services will provide an adaptable and tailored offering that meets the changing requirements of clients. The company takes a wholly tech-led approach, combining its human expertise with advanced data analytics tools, cloud-based processes, and an entirely paperless client experience.

Reckon Financial Services offers a broad range of services to provide clients with opportunities to strengthen their financial function and bottom line. Today, the company’s capabilities range from accounting and tax planning and advisory to mergers and acquisition support, wealth management, fiduciary, and family office services.

The company offers these services from its founding office in Jersey, but also has a presence in London and plans to expand its reach to the United Arab Emirates this autumn.

“Fairness is fundamental to one of our most important targets, which is to secure long-term partnerships with our clients,” added Jim McCartan, Co-Founder andDirector. “That means fairness and honesty in how we communicate with clients, fairness from our fees, and preserving our integrity at every step. Ultimately, we want our clients to hand over the complexities of modern-day finances toReckon so they can put more energy into their business priorities.”

James Sheldon, Director at Reckon added, “Reckon’s goal is to provide clients with peace of mind through comprehensive financial services that safeguard their assets and legacy for future generations. It’s essential that as we support our clients’ day to day, we also take the long-term view for them.”

With over 75% of employees being chartered accountants, the majority of the team is educated to master’s degree level, with the knowledge to run their own commercial business. This unique blend of expertise makes sure clients receive insights and solutions that are highly informed and relevant to the realities of operating a business today.