Concentric Investment Consultancy
Financial ServicesView the employees at
Concentric Investment Consultancy-
Kathryn McDonald Research Analyst at Concentric Financial Services Limited
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St. Helier, Jersey
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Rising Star
Des Jeffrey Wealth Consultant at Concentric Financial Services limited-
Jersey
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Top 10%
Stephen Le Fondre Wealth Consultant / Chartered FCSI at Concentric Financial Services Limited-
Rising Star
Kevin Goodbody Wealth Management Advisor at Concentric Financial Services Limited-
St. Helier, Jersey
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Rising Star
Tracey Freeman Compliance Officer at Concentric Financial Services Limited-
St. Helier, Jersey
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Rising Star
Overview
Concentric Investment Consultancy specialises in providing investment and pension advice, incorporating traditional and sustainable wealth management solutions. Concentric delivers high calibre investment solutions using refined financial planning techniques to charities, employer pension schemes, trustees and private clients, offering Impact and traditional discretionary solutions. Impact solutions enable investors to combine their investment objectives with support for the UN’s Sustainable Development Goals. We also provide in depth investment performance reporting incorporating analysis of the social and environmental impact of our investor’s capital. Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.
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