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

What is an annuity, and should I consider one for my retirement plan?
How much money do I need to retire comfortably?
When should I start planning for retirement?
What is a power of attorney, and why is it important?
What is estate planning?

Let's work together

Leave your details, and one of our team members will be in touch to discuss how we can help.

We respect your privacy. We will never sell or provide your data to third parties.

Thank you! One of our team will be in touch.
Oops! Something went wrong while submitting the form.

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.

Press release
Reckon strengthens fiduciary and contentious trust expertise with Kelly Watson appointment as Director

Reckon Financial Services appoints Kelly Watson, dual-qualified trust expert, boosting senior advisory & fiduciary strength.

Read

Article
The cross border family: Navigating conflicting legal systems

Cross-border families face legal and tax conflicts. Reckon coordinates global structuring to align strategy, clarity and protection.

Read

Article
Wealth with purpose: Embedding values in family office structures

Family offices are shifting from capital preservation to purpose. Reckon helps families align wealth with values, impact and legacy.

Read

Services

Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

Learn more

Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

Learn more

Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

Learn more

Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

Learn more

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.

Learn more

Wealth management

Wealth management encompasses comprehensive financial services, including estate planning and retirement planning, to secure and grow your assets.

Learn more

Useful links
Find us

Elizabeth House
9 Castle Street
St Helier
JE2 3BT

Contact us

Leave your email and we'll reach out to you

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.


Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
‍
Copyright © 2024 Reckon Financial Services Ltd.
All Rights Reserved.