The Concentric Group provides investment consultancy, treasury consultancy and private client wealth services.

Concentric delivers high-calibre investment solutions using refined financial planning techniques to charities, employer pension schemes, trustees and private clients, offering Impact and traditional discretionary solutions. Impact solutions enable investors to combine their investment objectives with support for the UN’s Sustainable Development Goals.

Concentric Financial Services is a CISI Chartered Firm, a benchmark of professionalism and achievement within the business.

Concentric Consultancy provides in depth investment performance reporting incorporating analysis of the social and environmental impact of our investor’s capital.

Concentric Treasury provides liquidity analysis, deposit consultancy, cash pooling and FX services.

Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services (Jersey) Law 1998.

Concentric Financial Services (Guernsey) Limited is licensed and regulated by the Guernsey Financial Services Commission.

Expect more from your investments.

Concentric Group

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