Investment Services

Your financial needs may be complex and wide-ranging; you may want to increase your capital or income, or both, and maybe even reduce your liabilities.

At  Jesmond Mizzi Financial Advisors Limited, we will provide you with a tailored financial strategy. We consider it essential to take the time to understand your personal situation before proceeding with any recommendations.

With a thorough understanding of your needs, whatever your requirements are, we will work with you to develop a financial strategy consisting of tailor-made financial solutions.

As independent financial advisors, and through our intermediary agreements, we can also advise you on a wide range of financial products selected from all the options available in the market place such as Henderson, Lloyds, Legg Mason, Schroder, Invesco, Franklin Templeton, Montonaro, Fidelity and many more.

Amongst our services, we provide stock brokerage through our membership with the Malta Stock Exchange, as well as execution-only services and tailor-made portfolios. We offer you regular review updates of your investments so as to keep you informed of how they are performing. Depending on the solutions you require, you may receive statements, portfolio valuations and investment performance information.

As your professional and personal situations change over time, your financial arrangements need to be reviewed to reflect new priorities and expectations - We at Jesmond Mizzi Financial Advisors Limited will work with you to ensure that your financial position is managed and protected in the most effective way.

Jesmond Mizzi Financial Advisors Limited closely monitors economic, financial, political and market developments and will structure innovative products (such as capital guaranteed products) to meet changing circumstances. 

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