Services

Wealth management

Estate planning

Structuring and planning for the transfer of wealth to future generations in a tax-efficient manner and per the wishes of the settlor.

Retirement planning

Developing strategies to ensure financial security and stability throughout retirement.

Why Reckon?

At Reckon, we prioritise the needs and interests of our clients. We believe in building long-term relationships and delivering personalised services that cater specifically to your financial goals. Our client-centric approach ensures that your best interests are always at the forefront of our decisions and actions.

Who is it for?

·      High-net-worth individuals & families

·      Corporate treasury advice

FAQ

What is an annuity, and should I consider one for my retirement plan?
How much money do I need to retire comfortably?
When should I start planning for retirement?
What is a power of attorney, and why is it important?
What is estate planning?

Let's work together

Leave your details, and one of our team members will be in touch to discuss how we can help.

We respect your privacy. We will never sell or provide your data to third parties.

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Insights & guides

Whether you're looking to understand complex tax regulations, explore investment strategies, or stay ahead of industry developments, our expertly curated content ensures you have the knowledge you need to navigate the financial landscape with confidence.

Article
Why the financial services sector needs a shake-up

The financial sector needs change. Reckon offers tech-driven, personalised services to meet demands for speed, clarity, and efficiency.

Read

Guide
Navigating economic substance requirements

Businesses operating in international financial centers like Jersey must prioritise compliance with economic substance requirements.

Read

Guide
The new non dom rules

As the landscape of tax regulations evolves, individuals and businesses must stay informed and adapt to changes effectively.

Read

Services & support

Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

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Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

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Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

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Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

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Wealth management

Wealth management encompasses comprehensive financial services, including estate planning and retirement planning, to secure and grow your assets.

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Find us

Elizabeth House, 3rd Floor, 9 Castle Street, St Helier, JE2 3BT

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Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
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