Fairfield Wealth Limited

St Peter Port

About

Fairfield Wealth Limited is a financial advisory firm established in 2017, regulated by the GFSC as an Investment Licensee and a licensed insurance Intermediary. It is independently owned and managed, operating on a fee-only basis. The firm provides investment services, including portfolio advice, risk monitoring, and ESG mandates. It also offers pension advice for Guernsey RATS, employer schemes, QNUPS, QROPS, and pension transfers, alongside protection insurance such as life cover and permanent health insurance.

Quick facts

Legal form
Guernsey non-cellular company, registered number CMP63515; Registry status Normal
Established
2017 (registered with the Guernsey Registry 28 April 2017) · 9 years

People3

  • Joe Oliver — Director
  • holds overall responsibility for the financial advice the firm provides
  • James Sherbourne — Managing Director

Services offered

  • Protection insurance: long-term life cover
  • key person cover
  • permanent health insurance
  • Investment services: portfolio advice
  • investment and risk monitoring
  • suitability
  • ESG mandates
  • fiduciary investment monitoring
  • Pension advice: Guernsey Retirement Annuity Trust Schemes (RATS)
  • section 150 employer schemes
  • QNUPS and QROPS
  • local and international pension transfers

Credentials

Qualifications

  • Joe Oliver holds Chartered Financial Planner status and Fellowship of the Personal Finance Society

Hours

Mon
9:00 AM – 5:00 PM
Tue
9:00 AM – 5:00 PM
Wed
9:00 AM – 5:00 PM
Thu
9:00 AM – 5:00 PM
Fri
9:00 AM – 5:00 PM
Sat
Closed
Sun
Closed

Contact

Address
2nd Floor, One High Street, St Peter Port, Guernsey, GY1 2LZ

Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.