Advisa Wealth Information
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Advisa Wealth
Summary
Advisa Wealth is a privately held company that has been in the industry for 31 years. The company currently specializes in the Financial Services area. Its headquarters is located at JE. The estimated number of employees - 28. To connect with Advisa Wealth employee register on SignalHire.
Organization Website | advisa.je |
Industries | |
Headquarters Location | Unity Chambers, 28 Halkett Street, St Helier, JE2 4WJ JE |
Employees Size | 10-50 employees |
Specialties | Pre-Retirement and Post Retirement Planning, Tax Efficient Investment Planning, Lifetime Cashflow Planning, Lifestyle Financial Planning, Employee Benefits, Keyman & Shareholder Protection Planning, Trustee Investment |
Founded | 1995 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Advisa Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year5% for 1–2 years14% for 3–4 years32% for 5–7 years18% for 8–10 years23% have over 11 years of service at Advisa WealthDiscover More
Contact top employees from
Advisa Wealth
Mark Le Roux
Wealth Consultant
Kasia Evans
Operations Manager
Jing Jing Shi
Executive Director
Vanessa De Sousa
Client Relationship Manager
James Ingram
Wealth Consultant
Lauryn Campbell
Client Relationship Manager
Yvonne Taylor
Wealth Consultant
Tracey Le Quelenec
Compliance Manager
Debbie Woolf
Client Relationship Manager
David Steigenberger
CERTIFIED FINANCIAL PLANNER™, Chartered Wealth Manager and Director
Ian Bratley IntDip
Compliance Officer
Becky Ward
Compliance Manager
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FAQ
Advisa Wealth operates in the Finance industries. More details can be found on the official website: advisa.je.
The headquarters of Advisa Wealth are located in St Helier, .
Advisa Wealth currently employs 10-50 people.
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