About
About Greeba Wealth Management.
A Manx financial advice practice founded in 2015. We work from offices in Douglas and serve private clients, families, and trustees across the Isle of Man.
The firm
Small by design. Personal by consequence.
Two advisers, one paraplanner, and two support staff. The two advisers each look after a manageable book of clients - typically forty to fifty active relationships - which is the volume at which an adviser can know a client's full position and provide genuinely individual advice.
The work is the standard range of financial planning: investment management, retirement planning, the tax position around investments and pensions, and the longer-term work that families and trustees require. We have specific experience in Manx and UK tax, pension transfers, and cross-jurisdictional planning.
The firm has grown steadily but deliberately since founding. We have not pursued growth for its own sake. Our clients tell us that the size of the firm - small enough to be personal, large enough to be properly resourced - is one of the reasons they remain with us.
How we work
Three commitments to every client.
Independent
We are an independent firm. We are not tied to any provider, fund house, or platform. Our 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. The adviser is the client's point of contact for the duration of the relationship.
Transparent on fees
Our fees are agreed in writing at the start of the relationship. We use a combination of fixed-fee planning work, a percentage-based ongoing service fee, and time-based charges for specific pieces of one-off work. The full schedule is provided in our terms of business.
Regulatory and professional standards
Regulated by the Isle of Man Financial Services Authority.
Greeba Wealth Management is regulated by the Isle of Man Financial Services Authority (firm number 000000). Both practising advisers hold the relevant Manx and Chartered Insurance Institute qualifications and maintain ongoing professional development as required by the FSA.
The firm carries professional indemnity insurance with cover appropriate to the scale and nature of the practice. Client money is held in compliance with FSA client money rules. We are committed to the standards of the Manx financial services industry and contribute to the wider profession through participation in industry bodies.
Want to talk about your financial position?
The first consultation is at our cost - up to one hour, no obligation.