Services

Delivering expertise

At Reckon, we leverage cutting-edge technology to provide exceptional financial services, ensuring a smooth, efficient, and modern experience for for entrepreneurs and businesses who demand top-tier support.

Services

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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Trust

A trust is a legal arrangement where a trustee holds assets for beneficiaries. Commonly used for estate planning and asset protection, trusts offer control, security, and flexibility in managing wealth now and for the future.

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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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Speak to us

What sets us apart from our competitors is our unique combination of deep financial expertise, delivered through cutting-edge technology, ensuring exceptional quality and outstanding value for money. Please speak to one of our team to understand how we can work to grow your business.

Get in touchGet in touch

"

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".
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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."
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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
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Find us

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

Contact us

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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.