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...the right choice www.vantage-group.co
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Page 1: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

...the right choice

www.vantage-group.co

Page 2: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation
Page 3: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

3

Vantage is an innovative group of companies providing a wide, yet associated, range of specialist services to professional, corporate and private clients.

We offer both regulated and non-regulated services, including:

  Insurance Broking

  Insurance Management

  Pensions & Retirement Planning

  Wealth Management & Life Assurance

  Marketing, Design & Event Management

  Serviced Offices & Property Management

  Remuneration Surveys, Recruitment & HR Advisory

Richard Packman Chief Executive Officer

D: +44 (0)1534 706503 E: [email protected]

Introduction

Key contact

Page 4: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Insurance Broking

Vantage Insurance specialises in the offshore financial services sector where it provides access to specialist facilities for the professional insurance buyer.

For non-financial services companies and private clients we provide an all-inclusive insurance broking service. Commercial clients include manufacturers, distributors, wholesalers, hotels, motor trade and the leisure sector. Services cover a range of insurance requirements including:

  Professional Indemnity

  Directors’ and Officers’ Indemnity

  Property Owners and Trust Assets

  Commercial Insurance

  Transactional Liability Insurance

  Cyber Liability Insurance

  High Net Worth Insurance (including Kidnap & Ransom)

  Private Medical Insurance

Tim Rattray Managing Director

D: +44 (0)1534 706508 E: [email protected]

Key contact

www.vantage-insurance.co

Page 5: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Insurance Management

Vantage Limited is Jersey’s first specialist insurance manager and is able to provide alternatives to the traditional insurance market by creating and managing a comprehensive range of captive insurance and alternative risk transfer structures.

Being independent of any larger broker, insurer or other institution enables us to provide a level of impartial advice and services to our clients.

Jersey is an ideal location for a wide range of insurance structures including:

  Captive insurance companies

  Protected cell companies

  Incorporated cell companies

  Niche insurance companies

  Reinsurance companies

Giles Dalby Client Insurance Manager

D: +44 (0)1534 706523 E: [email protected]

Key contact

www.vantage-insurance.co

Page 6: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Vantage Pension Trustees offers bespoke retirement and employee benefit solutions, including full trustee and administration services, to a wide variety of clients.

For private clients we provide both trust and contract based pension plans for individuals and companies to make provision for their retirement. Clients include Channel Island residents, ex-pats, the internationally mobile, high net worth individuals and sports personalities.

  Personal Pension – Retirement Trust Scheme (“RTS”)

  Personal Pension – (“SIPP”)

  QROPS and International Pensions

  Corporate Pension Plans

  Pension Administration Services

Pensions & Retirement Planning

Chris HallDirector

D: +44 (0)1534 706515E: [email protected]

Key contact

www.vantage-pensions.co

Page 7: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Wealth Management & Life Assurance

Vantage Wealth offers a wide range of financial planning services including retirement planning, investment and protection advice to private and private corporate clients.

For private clients we provide holistic personal financial planning tailored to their own requirements, and those of their family. We provide essential, prudent financial planning for a range of businesses to ensure their growth, prosperity and profitability. We also advise on the engagement and incentivisation of employees with a range of employee benefit schemes. Structures include:

  Retirement Planning and Pensions

  Life Assurance and Protection

  Mortgages

  Investments and Savings

  Employee Benefits

  Company Pensions

  Trust Company Investments

Chris Hall Director

D: +44 (0)1534 706515 E: [email protected]

Key contact

www.vantage-wealth.co

Page 8: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Vantage Marketing is a niche marketing bureau, offering a professional, yet highly personal service to clients from a range of business sectors as well as for private individuals.

We deliver brand solutions, web and print design and event management all under one roof. We are passionate about providing innovative and practical solutions that deliver results without costing the earth. Services include:

  Design – print, digital, branding

  Events – innovative concepts, design, organisation and management

  Marketing – strategy, planning and implementation

Marketing, Design & Event Management

Key contact

Verienne Belcher Director

D: +44 (0)1534 706539 E: [email protected]

www.vantage-marketing.co

Page 9: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Serviced Offices & Property Management

Vantage Innovation develop integrated, scalable software solutions for property owners and family offices to facilitate clear and concise reporting. We also manage and maintain our own commercial properties.

We provide full management services for the properties in the Polygon portfolio. We promote and market the offices we offer in Jersey and Guernsey as well as manage the budgets for the assets.

Key contact

Alex Belcher Managing Director

D: +44 (0)1534 706518 E: [email protected]

www.vantage-innovation.co

Page 10: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

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Remuneration Surveys, Recruitment & HR Advisory

A bespoke service offering clients a confidential and personalised experience in remuneration, recruitment and HR advisory.

Vantage HBA has the expertise to understand client needs whether you’re looking to make savings on time, cost or process to give you a real competitive edge. Services include:

  Remuneration Surveys

  Recruitment

  HR Advisory

Bob HassellDirector

D: +44 (0)1534 750101E: [email protected]

Key contact

www.vantage-hba.co

Page 11: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

Vantage Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business and Trust Company Business.Vantage Insurance Brokers Limited is regulated by the Jersey Financial Services Commission for the conduct of General Insurance Mediation Business.

Vantage Pension Trustees Limited is regulated by the Jersey Financial Services Commission for the conduct of Trust Company Business.

Page 12: te rgt coce - Vantage Group · PDF fileFor private clients we provide holistic personal financial planning tailored to their own ... Marketing – strategy, planning and implementation

www.vantage-group.co

...the right choice


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