Polygon Collective has strengthened its financial planning and investment advice business with a strategic merger which will see Advisa Financial Services Limited (trading as Advisa Wealth) become one of Jersey’s largest independent financial planning businesses.
Advisa Wealth and the wealth management business of Vantage Limited (trading as “Vantage Wealth”) and part of the Polygon Group of companies, have combined their businesses and are trading as “Advisa Wealth” going forward. The combined operation will be located at Advisa’s current offices in Unity Chambers, Halkett Street, St Helier.
Paul Wright, Chief Executive Officer of Polygon Collective said: ‘This merger is in direct response to the growing demand we have seen in the financial planning and investment advisory space for trusted and highly experienced financial planners. 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.
2020 also marks the 25th anniversary of Advisa Wealth and Trevor Griggs, Advisa Director said: “This merger comes at a crucial time as our investors are demanding ever increasing levels of professional service in such uncertain times”.
“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 the corporate funding team at Investec, Ogier in Guernsey and Bedell Cristin in Jersey.