Concentric provides investment consultancy services to private clients, trustees, charities and pensions with a focus on both traditional and sustainable investment mandates.

Concentric analyses the investment management landscape through a comprehensive process of research, on site due diligence, manager interviews and performance assessment. This thorough process enables Concentric to assist our clients in selecting Investment Managers which deliver market leading performance backed by extensive and ongoing due diligence.

Concentric is Jerseys leading Consultant for investors seeking investment solutions that create positive social and environmental impacts.

We are fully aligned with our investor’s interests, Concentric has no ‘preferred’ managers and therefore no conflicting loyalties.

We provide advice on investment, pensions, life assurance and investment structures.

Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.

- Investment Consultancy

- Investment Advice

- Pension Advice

- Life Assurance

- Discretionary Investment Manager Selection

- Impact Investment

-Positive Impact Portfolios

- Sustainable Investment

- ESG Investment

- Portfolio Review Service