The Jersey headquartered company was co-founded by Alfie Greenway and Jim McCartan and received its Trust Company Business licence this summer. 

Alfie Greenway, Co-Founder and Director of Reckon Financial Services, said: “We bring years of commercial experience in structuring and leading the financial function within companies of all sizes. 

“That makes us better problem solvers, better strategists, and ultimately, better partners in our clients’ financial machine.” 

Jim McCartan, Co-Founder and Director, shared that “fairness is fundamental” to their client service. 

“That means fairness and honesty in how we communicate with clients, our fees and preserving our integrity. We want our clients to hand over the complexities of modern-day finances to Reckon so they can put more energy into their business priorities.” 

James Sheldon, Director at Reckon added: “Reckon’s goal is to provide clients with peace of mind through comprehensive financial services that safeguard their assets and legacy for future generations. It’s essential that as we support our clients’ day to day, we also take the long-term view for them.”