The world of financial advice has changed significantly. This will continue at a pace.
SaSo is borne out of experience, relationships and client service.
Our local and personal relationships with clients are at the heart of everything we do.
SaSo provides strategic financial advice to private clients, and Trustees, predominantly resident in the Channel Islands through our full wealth management service. Our people have many years of experience providing these services within small and large organisations around the world.
We are passionate about helping and guiding our clients to achieve their long-term financial ambitions.
To deliver excellent financial outcomes for our clients.
Our Vision is to be the leading technology-led independent financial advisory practice in the Channel Islands where individuals can build long-term relationships with SaSo to deliver and execute their long-term financial goals.