Alexforbes Wealth Consultants

About us

Shaping Financial Wellbeing Since 1975.

For 50 years, Alexforbes Jersey has been guiding individuals, families, and businesses towards financial clarity, confidence, and fulfilment. Established in 1975, we are proud to be part of the island’s community, locally invested, actively involved, and committed to Jersey’s future.

What sets us apart is the strength behind us. As part of the Alexforbes Group, we draw on nearly a century of expertise and stability from our South African roots, while also benefiting from the global financial strength of Prudential Financial, one of the world’s most respected financial institutions with a 150-year legacy. This unique combination means our clients enjoy the personal touch and agility of a local team, underpinned by the resources, innovation, and security of a global powerhouse.

Our approach is different. We believe that true wealth is about more than just numbers, it’s about living a life that’s meaningful to you, your family, and your community. That’s why we practise Lifestyle Financial Planning: a relationship-driven, future-focused model that puts your life goals, values, and wellbeing at the heart of every conversation.

For 50 years, we’ve helped Jersey individuals, families and businesses plan for brighter financial futures combining local care with global strength. Our commitment goes beyond money: we invest responsibly, support our community, and help you live well, today and tomorrow.
See how in our 2025 Sustainability Report

What makes us different

Defining Your Success - Your Way

Success is deeply personal and ever evolving. Using our “Success Defined” workbook and the interactive Alexforbes Vision Board Tool, we help you reflect on what truly matters, personally and professionally, so you can clarify your ambitions, visualise your goals, and create a definition of success that is authentic to you. This process empowers you to make conscious choices and live with deliberate intent, on your own terms.

Personalised, People-Centred Advice

We take the time to understand your story, aspirations, and what success means to you. Through the Money Storytypes™ assessment, we explore your unique beliefs and behaviours around money, shaped by your experiences, upbringing, and emotions. This insight allows us to tailor our advice, combining practical strategies with emotional understanding, so your financial plan truly fits your life and supports your wellbeing.

Understanding you – A Holistic approach

Financial planning isn’t just about your money, it’s about your life and protecting your loved ones when unexpected life events may arise. Building on your definition of success we dive deeper into where you are now, your goals, and aspirations. Beyond balance sheets, we uncover your values, behaviours, and emotional drivers. Using insights from financial psychology, we combine technical expertise with behavioural coaching to create a plan that connects money to meaning and supports your overall wellbeing.

Understanding Your Wealthspan

Your wealthspan is more than how long your money lasts, it’s about sustaining the life you want for as long as you live. Sound financial planning unlocks this potential by aligning your resources with your goals, lifestyle, and longevity. Using dynamic cashflow modelling, we answer the critical question: Do I have enough? This transforms uncertainty into clarity and confidence, giving you freedom to enjoy a better quality of life throughout every stage.

Real Lifestyle Financial Planning

Your plan is where real financial planning comes to life, the intersection of your life and your money. It’s not a static document but a living roadmap, reviewed regularly it is a team effort, adapted as your goals evolve. More than numbers, it reflects your values, aspirations, and choices. This is planning with purpose: connecting money to meaning and creating a future you truly want.

What is financial planning?

Money Storytypes™

Vision Board

Our lifestyle financial planning team

Our lifestyle financial planners are not just experts in wealth building and curation, they’re part of Jersey’s community, with deep local knowledge and a genuine understanding of island life. Connect with passionate specialists who know that real financial planning is where your life and money meet. We’ll help you create a living roadmap shaped by your values and evolving goals.

We define success your way, offer truly personalised advice, and take a holistic approach, one that combines technical expertise with behavioural insight. Our focus is on your wealthspan and wellbeing, ensuring your financial plan is purposeful and built for the life you want.