Jade & Cowry

Jade & Cowry

Financial-Services

Company Tagline

Financial planning and wealth management for globally mobile individuals and multi-national families

Industry Category
Financial-Services
Company Description

Jade & Cowry is a premier financial services firm committed to providing comprehensive financial planning and wealth management solutions. Specializing in serving globally mobile individuals and multi-national families, Jade & Cowry offers tailored strategies to help clients achieve their financial goals and live their dream lives. With a focus on cross-border finance, equity compensation, and investment advice, Jade & Cowry is dedicated to helping clients navigate the complexities of international finance.

At Jade & Cowry, the mission is to empower clients to define their envisioned life and organize their finances across multiple countries. The firm provides expert guidance on saving for the future, managing investments, optimizing cross-border budgets and taxes, and planning for retirement and significant life events. Jade & Cowry's comprehensive approach ensures that clients can live a meaningful life, free from financial stress, no matter where their journey takes them.

Jade & Cowry is committed to providing exceptional service and fostering long-term relationships with its clients. With a focus on innovation and client satisfaction, Jade & Cowry continues to enhance its service offerings. We invite the management of Jade & Cowry to create a customized and exclusive company showcase and product listing on our platform to further highlight their expertise and services.

Key Personnel / Employees
Sefa Mawuli CFP®

Compare Companies Side by Side

Compare Jade & Cowry with 3 companies in Financial-Services

4 Companies
Comparison Field
Jade & Cowry
Jade & Cowry
Main Company
Astute Wealth Management Ltd
Astute Wealth Manage...
View Profile
Wilcox Day Wealth Management Ltd
Wilcox Day Wealth Ma...
View Profile
Founded Year
2007 1967
Company Size
11-50 2-10 11-50
City
Preston, Lancashire Fleet, Hampshire Ballarat, VIC
Country
United Kingdom United Kingdom
Skills & Keywords Comparing with main company
8 Total Skills
Financial Planning Wealth Management Cross-Border Finance Investment Advice Equity Compensation Financial Services Global Finance Cross border finance
8 Total 1 Common 7 Unique
Match 13%
Common Skills:
Wealth Management
Unique Skills:
Automatic Enrolment Financial Advice Inheritance Tax Planning Mortgage Advice Pension Advice Protection Advice +1
19 Total 19 Unique
Unique Skills:
Business Protection Contractors Employee benefits Financial Advice Financial Education Financial Wellbeing +13
8 Total 8 Unique
Unique Skills:
Accounting Services Business Advice & Consulting Corporate Secretarial Services Finance & Mortgage Services Risk Insurance Superannuation & SMSF +2
4
Total Companies
1967
Oldest Founded
1
Countries
41
Unique Skills

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Alternative Company Names

This company is also known as

Jade & Cowry 玉和海螺 जेड एंड काउरी اليشم ومحارة Джейд и Каури