Your life goals

We aim to help you find an answer. Whatever stage of life you’re at, we can guide you through the opportunities and challenges you face. Your investment goals may be different, but here are some examples of the sort of questions our wealth planners can help you answer:

Am I ready for life beyond work?

After a lifetime of hard work, maybe it’s time to take a step back and reap the rewards of your hard work. Whatever you want to do next, we can help you manage the transition.

What will my children's future hold?

A good education opens doors. Plan to make sure your children get the best possible opportunities.

What about when I'm gone?

It’s not easy to think about how you would secure your family’s future if you were no longer around. But successful wealth planning can prepare for every possibility.

Should I sell my business?

Selling the business you’ve made a success can be an emotional decision. We can help you navigate through this process.

What can I do to grow my business?

Even when business is good, it’s hard not to wonder if it could be better. Every driven entrepreneur wants to maximize their company’s potential.

I’m moving overseas, where do I start?

Moving your whole life abroad can be stressful. We can help make it a smooth journey.

What if I live to 100? Do I have the right plan?

You've worked hard for your wealth, so it's natural to want to make the most of it. Whatever your plans for your money, we'll create a plan to help you achieve them.

Share your priorities with us

Come and see us so we can find out more about what matters to you.

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

UBS does not give tax, legal or accounting advice and you should consult your independent adviser for specific advice before entering into or refraining from entering into any investment.

UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, CH-8001 Zurich) ("UBS"), with its principal place of business in Jersey at 1 IFC Jersey, St Helier, Jersey, JE2 3BX.