Retirement planning

12 businesses across GuernseyFinancial services

Personal retirement planning and advice.

Twelve firms offer retirement planning, with 7 of them focusing on it as a main trade, while the remaining 5 include it within a broader portfolio of services. Most are in St Peter Port. Cazenove Capital, founded in 1823, is the earliest established firm here, offering retirement planning within its investment management services.

All businesses

Financial Advisory Planning

St Sampson·Professional Service·Est. 1984

This GFSC-licensed independent financial adviser specialises in retirement planning, offering personal advice alongside pensions and investments.

Pension services · Pensions advice · Pension investment

CredentialsAdvanced Financial Planning Certificate paper G60 Pensions · CII G10 Taxation and Trusts · Certified Financial Planner (CFP(TM))

Pricing & termsBusinesses

Also Investment management · Employee benefits · Financial advice & planning

Related capabilities

Other capabilities nearby in the graph — the count is how many businesses do each.