Daniela Ferreira

Office Administrator at Affinity Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
St. Helier, Jersey, JE

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Experience

    • Jersey
    • Financial Services
    • 1 - 100 Employee
    • Office Administrator
      • Dec 2022 - Present

      We are an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication. We are regulated by the Jersey Financial Services Commission Show less

    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Shop Assistant
      • Mar 2019 - Dec 2022

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