Tier 1 of 3
Established credibility - a marketing site built around your firm, content-managed, with the everyday admin tooling to keep it current.
Tier 2 of 3 · everything in Foundation, plus
Foundation plus the conversion and engagement work that turns visitors into clients.
Tier 3 of 3 · everything in Growth, plus
Growth plus bespoke operational software - client portals, internal tooling, custom workflows.
Team
Four partners and two advisers, supported by a paraplanning and client services function. Every client relationship is held by one of the named advisers throughout the life of the engagement.
Managing Partner
Chartered Financial Planner · FPFS · IoM FSA
Robert founded Greeba Wealth Management in 2015 and leads the firm. His client work focuses on retirement planning, complex investment management, and clients with cross-jurisdictional positions. Twenty years of practice on the Island. Lives in Peel.
Senior Partner
Chartered Financial Planner · STEP · IoM FSA
Helen leads the firm's private client and trust-related investment work. Member of the Society of Trust and Estate Practitioners. Fourteen years in advice, the last seven on the Isle of Man. Lives in Castletown.
Partner
Chartered Financial Planner · CFA · IoM FSA
Andrew runs portfolio strategy and the firm's relationships with the discretionary managers we engage on clients' behalf. CFA charterholder. Previously at a London wealth manager before returning to the Island. Lives in Onchan.
Partner
Chartered Financial Planner · Pension Transfer Specialist · IoM FSA
Catherine is the firm's pension transfer specialist and leads the retirement planning team. Pension Transfer Gold Standard signatory. Frequently quoted in IoM business press on pension-related matters. Lives in Douglas.
Senior Wealth Advisor
Diploma in Regulated Financial Planning · IoM FSA
Sarah handles initial financial planning, portfolio construction, and the annual review cycle for a portion of the firm's private client book. Working towards the Chartered Financial Planner designation. Lives in Ramsey.
Wealth Advisor
Diploma in Regulated Financial Planning · IoM FSA
James works alongside the partners on initial advice and ongoing client review. Joined the firm in 2024 after qualifying with a UK practice. Lives in Douglas.
The wider team
The advisers are supported by a small paraplanning function that handles the technical analysis and report preparation for new client work and annual reviews, and a client services team that manages communication, administration, and platform liaison.
Client recommendations are always made by the named adviser. The support team provides the operational structure that allows the advisers to focus on the client work itself.
Talk to an adviser directly. The first consultation is at our cost.
Demo mode
This is a demonstration of OLXR's Presence service. Greeba Wealth Management is a fictional firm, and the individual policy pages aren't wired up in this demo. In a live Presence build, this link would open the firm's actual privacy / cookie / terms page, edited from the admin panel.
