Your trusted financial services partner

At Reckon, we take care of all the complexities in modern-day financial services for entrepreneurs and businesses who demand top-tier support.

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Let's work together

100%
Client retention rate
132%
Business growth over 2024
>85%
Of employees are Chartered Accountants
£1.3bn
AUA

What sets us apart from our competitors is our unique combination of financial expertise delivered through technology. Speak to one of our team to understand how we can work with your business.

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"

Working with Reckon has been a game-changer for us. Their expertise and solution driven approach has helped us navigate complex financial landscapes on several occasions. Their commitment to excellence and client-centric approach makes them an invaluable partner in achieving our financial goals".

Simon Luhr, FinEx Group
Reckon managed the sale of a client's business, overseeing the data room and ensuring accuracy. The buyers, represented by top firms, were impressed with the smooth transaction and our protection of the client’s ROI, saving them significant fees. They have since requested to retain us as their future representatives."

Alfie Greenway, Reckon Director

Our clients

Our commitment to excellence and value forms a lasting connection with our clients, ensuring they see us as their most reliable and valuable partner in achieving their financial goals.

  • Start-ups
  • Sole traders
  • Limited companies
  • Partnerships
  • High net worth individuals
  • Families
  • Regulated firms
  • Professional athletes
  • Celebrities
  • Asset-holding companies

More than a partner

our commitment to excellence and value forms a lasting connection with our clients, ensuring they see us as their most reliable and valuable partner in achieving their financial goals.

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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.

Guide
What are family office services?

Family offices are “an economic powerhouse,” says Deloitte, with HNW family wealth growing 67% since 2019 to $5.5T. Do you need one?

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Press Release
Reckon Financial Services appoints Ivan Murphy as Finance Director

Reckon Financial Services appoints Ivan Murphy as Finance Director, driving growth, tech, and client-focused innovation.

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Article
Reckon Financial Services partners with British Polo Day Abu Dhabi 2024

Reckon Financial Services partners with British Polo Day Abu Dhabi, celebrating its 10th anniversary on Dec 14, 2024, at Ghantoot Polo Club.

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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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All Rights Reserved.