About Us

SWM Synergy is one of Jersey’s leading providers of professional financial planning and wealth management advice to individuals and businesses. Established in 1998, our advisers are all experienced, qualified and committed to providing a competitive service to our clients over the long term.

SWM Synergy is...

A boutique wealth manager.

Established in 1998, we are a leading Jersey based provider of professional financial planning and wealth management advice to individuals and businesses.

The Jersey Financial Services Commission provides guidance on choosing a financial adviser