INDIVIDUAL SOLUTIONS

Please find below a range of services Alexander Forbes Offshore can offer on an individual client basis.

Retirement Annuity Trusts

The Jersey Pension Investment Trust (JPIT) is a discretionary trust which acts as a self administered private pension plan for individuals resident in Jersey.

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Wealth Management

Wealth Management is the private client advisory unit within Alexander Forbes Offshore who can help you develop, manage and maintain your personal financial plan.

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Mortgages

Whether you are a first-time buyer, an investor looking for a buy-to-let, or someone looking to move property, we cater for all types of mortgage including re-mortgage and equity release.

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Mortgage Protection

You may feel it necessary to protect your mortgage through life cover and/or critical illness for the benefit of your dependents. We will be happy to provide you with appropriote cover to meet your requirements on a fixed or reducing term basis, whichever is most suitable.

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