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Criteria Wealth Management Ltd

Financial Services

Company profile

Updated May 25, 2016 Edit
  • Location:

    St Peter Port, Guernsey

  • Phone:

  • Address:

    Continental House

  • Website:

  • Category/Keywords:

    Financial Services

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  • Description:

    Home · About Criteria · Who we are · Our Values · Careers · Private Clients · Our Financial Planning Process · Wealth Management Services · Financial Advice ...
    Our aim at Criteria is to provide a bespoke financial planning, retirement and wealth management advice service with a commitment to quality, professionalism and best of breed service that is tailored to the individual needs of each client, be they individuals, trustees or companies. Whether you are an individual, a trustee or a company we can help you realise your financial goals. Too many wealth managers are overly concerned with selling their products rather than listening to what their clients are looking for: by putting our clients at the centre of the decision making process, we are striving hard to address this. At Criteria Wealth Management we believe that in order to build successful long term relationships with our clients, it is essential to listen carefully to their expectations, requirements and concerns. Combining the client information together with our in depth understanding of the financial markets and the most modern investment techniques we aim to provide a tailor-made, holistic financial management solution for our clients. In addition, we are flexible in our approach and can provide discretionary, advisory or transaction services. Criteria Wealth Management is licensed and regulated by the Guernsey Financial Services Commission Ltd, Authority number 2101957. Criteria Wealth Management Limited registered in Guernsey, No. 55672 Registered office: Continental House, 28 Cornet Street, St Peter Port, Guernsey, GY1 1LF Specialties Wealth Management Advice, Retirement Solutions, Financial Planning Advice

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  • Rating:

    10+ buyers and decision-makes have give Criteria Wealth Management Ltd excellent service.

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