Financial advice & planning

This GFSC-licensed firm is an independent financial adviser, established in 1984, specialising in pensions, investments, and employee benefits.

This independent GFSC-licensed firm, established in 2006, provides financial advice and planning for individuals and businesses.

This Guernsey branch of a global financial group offers financial planning as a key part of its wealth management services.

A professional services firm specialising in financial structuring for private clients, providing tailored financial advice.

This investment services firm provides financial planning as a key service, alongside discretionary management and stockbroking.

This wealth management division of Schroders plc provides financial advice and planning for both individuals and businesses.

A GFSC-licensed broker, established in 2006, providing financial advice alongside its mortgage and insurance broking.

An independent asset manager, regulated by the GFSC, providing advice within its fund and investment management offerings.

This GFSC-regulated firm offers advising services as part of its broader work with collective investment schemes and securities.

Fiduciary and fund administration business in St Peter Port, licensed by the GFSC, specialising in venture capital and private client services.

This Guernsey branch of a global bank provides financial advice and planning within its broad wealth management and private banking offerings.

Bespoke corporate services and fund administrator offering accounting, administration, compliance, corporate director, private wealth, and trust services in Castel.

An ACCA-qualified accountancy firm that provides financial advisory services for businesses and individuals.