Stephen Whale

Group Director - Private Client Services - Jersey

Email stephen.whale@jtcgroup.com Call +44 1534 816 275

Stephen joined JTC in 2010 and heads up the company’s Private Client Services division in Jersey.

He started his career with PwC in London before moving to Jersey and joining Caversham Fiduciary Services where he worked for over 17 years, ultimately leading the business as Managing Director. 

Stephen is a Chartered Accountant and has extensive commercial experience, as well as specific expertise, in wealth planning for clients based in East Africa and UK non-residents investing in the UK.

Stephen is a committee member of the Jersey Association of Trust Companies and, in 2015, was included in ‘The Citywealth Leaders List’ under the ‘Trustees - Honours’ category.

Qualifications

BA (Hons), FCA, FCCA

In their spare time

Stephen is married with two children and, when not spending time with his family, he is a fan of all forms of motorsport and gives free reign to his creative talents as a keen amateur photographer.

City Wealth Recommended

 

Latest Publications