Services

Wealth management

Estate planning

Structuring and planning for the transfer of wealth to future generations in a tax-efficient manner and per the wishes of the settlor.

Retirement planning

Developing strategies to ensure financial security and stability throughout retirement.

Why Reckon?

At Reckon, we prioritise the needs and interests of our clients. We believe in building long-term relationships and delivering personalised services that cater specifically to your financial goals. Our client-centric approach ensures that your best interests are always at the forefront of our decisions and actions.

Who is it for?

·      High-net-worth individuals & families

·      Corporate treasury advice

FAQ

Let's work together

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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.

Article
Digital IP in Jersey: Identifying and Protecting this Valuable Asset

Jersey’s digital sector is growing fast, 1,000 new jobs in 2025, making digital IP protection vital for firms building on innovation.

Read

Article
Hosts triumph at Reckon-sponsored British Polo Day Abu Dhabi 2024

British Polo Day Abu Dhabi 2024 ended with Iron Pillar Ghantoot's victory, raising nearly $19,000 for charity Big Change.

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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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Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business

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