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Vantage Wealth and Advisa Wealth and part of the Polygon group of companies have merged to form one of Jersey’s largest financial planning businesses.
Together, they’ll trade as ‘Advisa Wealth’ and operate from Advisa’s current offices in Unity Chambers in Halkett Street, St. Helier.
Together, they’ll trade as ‘Advisa Wealth’ and operate from Advisa’s current offices in Unity Chambers in Halkett Street, St. Helier.
Polygon CEO Paul Wright said the merger was in “direct response” to growing demand for financial planning and investment advisory services.
“Advisa, a long-established and privately owned Jersey firm of independent financial advisers, was the perfect fit for us to join forces and become one of Jersey’s largest independent financial planning advisers,” he commented.
Pictured: Paul Wright, Polygon CEO.
Trevor Griggs, Director of Advisa, which is marking its 25th anniversary, added: “Bringing together two complementary businesses that share the same passion of providing the highest standards of client care will strengthen our resources and allow us to expand our range of services both individual and corporate, and presents an exciting opportunity to continue our development as an innovative and dynamic financial planning business.”
The merger was supported by Ogier in Guernsey and Bedell Cristin in Jersey, as well as the corporate funding team at Investec,
The latter supported Polygon Collective earlier this year when it entered into a share purchase agreement with Advisa to acquire up to 50% of the issued share capital over a three-year period.
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