About Us
The world of financial advice and investment management 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.
Through our full wealth management service, SaSo provides strategic, independent financial advice and investment management services to private clients and trustees, predominantly residents in the Channel Islands. Our people have many years of experience providing these services within small and large organisations worldwide. We are passionate about helping and guiding our clients to achieve their long-term financial ambitions.
We are passionate about helping and guiding our clients to achieve their long-term financial ambitions.
Mission Statement
To deliver excellent financial outcomes for our clients.
Vision Statement
Our Vision is to be the leading technology-led independent financial advisory and investment management practice in the Channel Islands where individuals can build long-term relationships with SaSo to deliver and execute their long-term financial goals.