ABOUT US

SUSTAINABLE INVESTMENT CONSULTANCY
INVESTMENT & PENSION ADVICE

Concentric Financial Services Limited is a Jersey based financial planning and investment advisory business.

Concentric provides high calibre investment solutions using refined financial planning techniques to charities, employer pension schemes, trustees and private clients, offering Impact and traditional discretionary solutions. Impact solutions enable investors to combine their investment objectives with support for the UN’s Sustainable Development Goals.

We also provide in depth investment performance reporting incorporating analysis of the social and environmental impact of our investor’s capital.

MEET THE TEAM

Gordon Bennie

MANAGING DIRECTOR

+44 (0) 1534 888802
+44 (0) 7797 725320
gbennie@concentric.je
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James Painter

DIRECTOR

+44 (0) 1534 888804
+44 (0) 7797 748321
jpainter@concentric.je
LinkedIn

Adrian Rafa, CFA

DIRECTOR | HEAD OF RESEARCH

+44 (0) 1534 888801
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Peter Lucas

NON-EXECUTIVE DIRECTOR

+44 (0) 1534 888801
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Andrew De La Haye

SHAREHOLDER

+44 (0) 1534 888801
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Leia Campbell

RESEARCH ANALYST

+44 (0) 1534 888803
lcampbell@concentric.je
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Kathryn McDonald

RESEARCH ANALYST

+44 (0) 1534 888801
kmcdonald@concentric.je
LinkedIn

Des Jeffrey

WEALTH CONSULTANT

+44 (0) 1534 888815
djeffrey@concentric.je

Kevin Goodbody

WEALTH CONSULTANT | CHARTERED FCSI

+44 (0) 1534 888807
+44 (0) 7700 750607
kgoodbody@concentric.je

Stephen Le Fondre

WEALTH CONSULTANT | CHARTERED FCSI

+44 (0) 1534 888805
+44 (0) 7700 750605
slefondre@concentric.je

Tracey Freeman

COMPLIANCE OFFICER | CHARTERED MCSI

+44 (0) 1534 888806
+44 (0) 7700 329423
tfreeman@concentric.je

Luciano Brambilla

COMPLIANCE CONSULTANT

+44 (0) 1534 888801
lbrambilla@concentric.je
LinkedIn