Concentric Investment Consultancy

www.concentric.je

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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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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Employees

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Founded

2018

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  • Operations Manager

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  • Wealth Consultant

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  • Investment Consultant

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  • Compliance Officer

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