Independent · IoM FSA regulated
Independent financial advice for Manx clients.
A small Manx wealth management practice working with private clients, families, and trustees across the Island. Independent advice on retirement, investments, and long-term financial planning.
The practice
A small, independent Manx wealth management firm.
Greeba Wealth Management works with private clients, families, and trustees on the long-term financial planning that wealth requires - investment management, retirement planning, tax-aware structuring, and the regular review work that keeps a financial plan current.
We are independent advisers, regulated by the Isle of Man Financial Services Authority. We are not tied to any product provider, and the firm's recommendations are based on the full range of suitable options available in the Manx and UK markets.
Services
What we do.
Four core areas of work. Most clients use a combination - investment management for current assets alongside retirement planning for the longer term, with tax-aware structuring through both.
Investment management
Investment planning, portfolio construction, ongoing management with quarterly reporting.
Read more 02Retirement planning
Pension reviews, retirement income strategy, pension transfer advice where appropriate.
Read more 03Tax-aware planning
The tax position around investments, pensions, and inheritance - Manx and UK.
Read more 04Trust & estate planning
Investment advice within trust structures; estate planning for individual clients.
Read moreWhy Greeba Wealth
What makes the firm work.
Independent
Not tied to any provider, fund house, or platform. Recommendations are based on the range of suitable options across the Manx and UK markets, with full disclosure of how we are remunerated.
Adviser-led
Every client works with one of the two named advisers. The adviser conducts the initial planning, prepares the recommendations, and reviews the position annually thereafter.
Transparent on fees
Fees are agreed in writing at the start. Fixed-fee planning, percentage-based ongoing service fee, time-based charges for specific projects. No commission from providers.
Looking for an adviser who'll take the long view?
The first consultation is at our cost - no obligation, no commitment to proceed. If we're the right fit, we'll say so. If we're not, we'll tell you that too.