Financial Services in Isle Of Man

Juristrust

The Juristrust specialist trust team advises on the creation of bespoke trust, foundation and corporate structures, designed to plan for succession and protection of family or business assets.

1 to 10 staff

Simple Lean

My name is Darren Fitzpatrick. I created 'simple lean' to show that Lean Six Sigma needn't be daunting. My USP is to do the basics consistently well, to help you reduce costs and improve lead-time and quality. Check out my blog: simplelean.im I publish regular articles on different aspects of continuous improvement, and a description of the services I offer. If any of this sounds interesting, I'd love to hear from you.

1 to 10 staff

Blackford Financial Services Limited

Welcome to Blackford Financial Services Live for today. Look after tomorrow. Since 2004, we have been providing independent financial advice to individuals, families and business owners on our beautiful island, the Isle of Man. From investments to pensions, mortgages to life and family protection, and whether you are looking to start your financial plan or gain an independent review of your existing plans, Blackfords are here for you in Douglas, Ramsey and Port Erin and offer a free 1 hour no obligation consultation. Our Goal is… As independent financial advisers, our role is simple: to help you achieve your financial goals. Since 2004 we have helped thousands of private clients and business owners on the Isle of Man to plan and manage their financial goals and aspirations. We do not use computer generated plans, we take the time to understand every aspect of your finances, and the lifestyle you want now, and in the future, before producing a comprehensive analytical report that will be totally unique to you and your circumstances. Working with Blackfords As a firm of Independent Financial Advisers, we are free to advise on financial products available to Isle of Man residents. You’ll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you’ll need to set aside some time to talk to us – the first one-hour consultation is free. There’s no charge and no obligation while we find out together if we are able to help you. Depending on your instructions we will carry out a needs analysis based on your current situation, taking into account any specific plans and/or targets that you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, which can be followed up with a regular review service. You will receive professional advice about where your financial arrangements are already good, and where they are inadequate, or not covered at all.

1 to 10 staff

Rl360 Quantum Savings Plan

RL360 Quantum is RL360’s flagship regular premium savings plan. RL360 Quantum allows investment into a range of carefully selected and regularly reviewed investment funds. Learn more at rl360.com. We have launched a tablet app, which allows applications for our flagship regular premium savings product RL360 Quantum to be submitted instantly online. Save time writing out Quantum application forms with the new tablet app, which is available for Apple tablets. Here are the key benefits of this easy-to-use paperless system: SAVE TIME & MONEY: Eliminate costly couriers by submitting applications instantly online. REDUCE HASSLE: Work offline, use helpful shortcuts. Capture evidence and certify directly on your device. IMPROVE ACCEPTANCE: Built-in validation checks help applications come in right, the first time. SUBMIT SECURELY: Application and supporting documents are encrypted and sent directly to us. FLEXIBILITY FACTOR: If you submit new business, our flexible system can adapt to your needs. TRACK YOUR APPLICATION: Watch your application progress. Upload any outstanding requirements. 24/7 DOCUMENT ACCESS: You and your client can access policy documents online throughout the lifetime of the policy.

1 to 10 staff

Lux

Increasing economic freedom through privacy and quantum security.

11 to 50 staff

Ixiom

Recognising a gap in the market, IXIOM set out to disrupt the status quo by marrying a straightforward, transparent business approach with cutting-edge technology and industry leading cross border settlements.

11 to 50 staff

Classifi Limited - Crs & Fatca Software

Book a free demo for your TCSP or Family Office. Click on the Learn More button here on the LinkedIn Page to choose a time, or simply message the page and request a time. Classifi is an AEOI tool specialised for Trust & Corporate Service Providers (TCSPs) and Family Offices to empower them to classify their entities confidently. Classifi applies the standards and requirements for CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act). TCSP and Family Office professionals can classify entities easily, accurately, and consistently. Clear user-friendly interface Streamlined asset input forms Simplify and automate complex compliance tasks Designed by a CRS and FATCA expert Secure and compliant Classifi empowers professionals to classify a wide range of entity financials and produces auditable reports giving peace of mind and confidence. Classifi can be used for both routine entity classifications, and complex or nuanced business situations! Send an email to info@classifi.digital or message the LinkedIn Page to request to be included on the newsletter Click Follow on the Classifi LinkedIn Page for updates and guidance Classifi Limited is incorporated through the Companies Registry Isle of Man Company Number: 137603C

1 to 10 staff

Oxtons - Yacht & Aircraft Management

Oxtons is an independent company with a wealth of experience in dealing with all aspects of yachting and aviation ranging from acquisition and sale, ownership structuring, VAT mitigation, global registrations and ongoing management for private and commercial owners.

1 to 10 staff

Worldwide Corporate Solutions Limited

Isle of Man Licenced Corporate Service Provider providing company formation, management and administrative services in all major offshore jurisdictions.

1 to 10 staff

Gt Blockchain Investments

OUR BET: WEB 3.0 WILL BE A $10+ TRILLIONS MARKET. That's why we invest in those who are BUIDLing. Portfolio: 70+ cryptoassets & blockchain protocols.

11 to 50 staff

Castle International Limited

1 to 10 staff

Manx Credit Union

11 to 50 staff

Döhle Corporate And Trust Services Limited

Döhle Corporate and Trust Services Limited (DCTS), is an independent corporate and fiduciary service provider specialising in managing corporate and trust structures on behalf of multinational corporations through to high-net-worth individuals and their professional advisors. We are not just a standard TCSP. We are not just a business. We are people committed to offering best-in-class service to those who need it. Here, at DCTS, we pride ourselves on legacy of commitment, drive and excellence while maintaining low-key, private and enduring relationships. We are a team you can trust – built over generations to provide expertise, tailored quality services and family-like support. We offer everything needed to protect assets and invest in the future. Our services include- Aviation - Superyachts - e-Gaming - Commercial Shipping - Trusts & Foundations - Introducer Concept - Corporate Services - Accounting Services

11 to 50 staff