Insurance
Also covers
CredentialsAssociateship examinations for the Chartered Insurance Institute
Pricing & termsBusinesses
St Sampson·Professional Service
Sister to R.A. Rossborough (Guernsey) Limited
Rossborough Financial Services Limited is an independent financial adviser established in 1984 with offices in St Sampson and Jersey. Licensed by the Guernsey Financial Services Commission and regulated by the Jersey Financial Services Commission, it specialises in corporate pensions, employee benefits, investments, protection, and retirement planning. The firm serves over 13,000 pension members and trades as Rossborough Financial. —
Each capability links to every business in the Baliwick that shares it.
Also covers
CredentialsAssociateship examinations for the Chartered Insurance Institute
Pricing & termsBusinesses
CredentialsAdvanced Financial Planning Certificate paper G60 Pensions · CII G10 Taxation and Trusts · Certified Financial Planner (CFP(TM))
Pricing & termsBusinesses
CredentialsACCA · BA (Hons) in Business Law and Finance · BSc_(hons)
Pricing & termsBusinesses
Discretionary and advisory investment / portfolio management.
From their website
Investment portfolio construction · Personal investment · Investment strategies · Investments (Perspective investment strategies)
CredentialsCeFA · Certificate in Private Client Investment Advice & Management Certificate · CISI Level 6 Qualifications · CeRGI · CFA UK’s Level 4 Certificate in Investment Management · chartered institute for securities & investment (CISI) · Chartered Wealth Manager
Pricing & termsPrivate client · Private clients · Private individuals · Businesses
CredentialsDiploma in Financial Crime Prevention · International Compliance Association’s Diploma in Governance · Advanced Certificate in AML · Risk And Compliance · Advanced Certificate in Anti Money Laundering
Pricing & termsBusinesses
PeopleScot Laing (Managing Director & MLRO) · Nicky Fagan (Director) · Charlotte Guillaume (Director) · Stephen Csaplar (Compliance Director & MLCO) · +1 more
Known for
Pricing & termsPrivate client · Private clients · Private individuals · Businesses
Independent financial advice and planning for individuals and businesses.
From their website
Financial advisory service
CredentialsCeFA · Advanced Financial Planning Certificate paper G60 Pensions · Certificate in Private Client Investment Advice & Management Certificate · CISI Level 6 Qualifications · CeRGI · Certified Financial Planner (CFP(TM)) · chartered institute for securities & investment (CISI) · Chartered Wealth Manager
Pricing & termsPrivate client · Private clients · Private individuals
Plans and strategies for organisational goals and market positioning.
From their website
Strategic planning
CredentialsBA (Hons) in Business Law and Finance
Pricing & termsBusinesses
Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.
Consumer finance firm established 1932 — asset, vehicle, commercial, and residential mortgages.
First fully independent finance broker established in 2003 — personal, business, and mortgage loans.
Investment manager for unit-linked life assurance and Portfolio Bonds
Independent financial advisors — pensions, investments, protection, QROPS
Fiduciary Primary Licensee; family office, trusts, foundations & companies
Boutique asset manager; GFSC-regulated for investment management & family office