More than a partner

It’s rare to find a financial services partner with our depth of commercial expertise, our diverse and tailored services, and our entirely tech-led approach. It’s how we provide top-tier advisory services with fairness at every step — from our fees to our honest guidance.  

These differences help us sustain lasting relationships with our clients, who demand intelligent problem solving and adaptable services to maximise their investments.

Our values

Client-centric

Working with not for, prioritising the needs and interests of clients, and providing tailored support.

Quality

Top-tier guidance in every moment to exceed client expectations and industry benchmarks.

Innovation

Adopting new technologies and methods to be faster, smarter, and more effective for our clients.

Integrity

Being always ethical, and acting with fairness and integrity during every decision.

Trust

Building and maintaining trust through honesty, fairness, and consistency.

Unparalleled expertise & value

Meet the leadership team

Alfie Greenway

Director

Alfie is an experienced finance professional with expertise in managing financial control for regulated firms across FCA, JFSC, and CIMA jurisdictions. A Fellow of both the ACCA and AAT, as well as a CISI chartered member, he began his career in audit and tax. Over the past decade, Alfie has managed clients' commercial interests, focusing on portfolio management and financial reporting for regulated and private funds, including a large ETF business with complex international structures.

Jim McCartan

Director

Jim, a Finance Director and Fellow of the ACCA, has 20 years of experience in finance and accountancy roles in Jersey. He spent 12 years leading the finance function for a top Trust and Corporate Services provider across six jurisdictions. Jim also served as Finance Director for a top-tier care group and now runs an accountancy and business consultancy practice focused on SMEs across multiple sectors.

James Sheldon

Director

James is a chartered accountant with over ten-year’s experience in the finance sector and is a chartered member of the Association of Chartered CertifiedAccounts. Before his time at Reckon, James worked for a fund service provider working on the largest infrastructure fund in the world, before moving to a local trust company to specialise in real estate, specifically developments of student accommodation and offices.

"

Working with Reckon has been a game-changer for us. Their expertise and solution driven approach has helped us navigate complex financial landscapes on several occasions. Their commitment to excellence and client-centric approach makes them an invaluable partner in achieving our financial goals".
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Simon Luhr, FinEx Group
Reckon managed the sale of a client's business, overseeing the data room and ensuring accuracy. The buyers, represented by top firms, were impressed with the smooth transaction and our protection of the client’s ROI, saving them significant fees. They have since requested to retain us as their future representatives."
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Alfie Greenway, Reckon Director

Our clients

Our commitment to excellence and value forms a lasting connection with our clients, ensuring they see us as their most reliable and valuable partner in achieving their financial goals.

  • Start-ups
  • Sole traders
  • Limited companies
  • Partnerships
  • High net worth individuals
  • Families
  • Regulated firms
  • Professional athletes
  • Celebrities
  • Asset-holding companies
Find us

Elizabeth House, 3rd Floor, 9 Castle Street, St Helier, JE2 3BT

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Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
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All Rights Reserved.