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. —
St Sampson·Professional services·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
CredentialsFinancial Planning Certificate
Also Investment management · Financial advice & planning · Employee benefits
St Peter Port·Professional services·Est. 2006
An independent financial advisory firm provides personal retirement planning and advice as a key part of its services.
Pensions advice
Also Group life & employee protection · Business protection · Investment oversight & monitoring
St Peter Port·Professional services·Est. 1965
This independent financial planning firm provides retirement planning as a main offering, alongside insurance and investment advice.
Pensions advice
Also Commercial / business insurance · Travel insurance · Property owners & landlord
St Saviour·Professional services·Est. 2011
An actuarial consultancy providing specialist pension advice, with retirement planning forming a key part of its services.
Pensions advice
Also Pension transfers
St Peter Port·Professional services
This GFSC-licensed pension trustee company offers retirement planning solutions alongside its pension administration services.
Positive retirement solutions
Also RATS / retirement annuity trusts · Occupational & corporate pensions · International pension plans
St Peter Port·Professional services
This GFSC-licensed fiduciary focuses on pension solutions, with personal retirement planning and advice forming a central part of its work.
Pensions advice
Also Gratuity schemes · Private medical insurance · Annuities
St Peter Port·Professional services·Est. 2004
A GFSC-licensed fiduciary firm, Concept Group offers retirement planning as a key part of its international pension services.
Forest·Est. 2024
Accountancy firm specialising in Guernsey and UK tax advice and tax preparation services, also offering outsourced tax support to other accountancy firms in Forest.
Pensions advice
St Peter Port·Professional services·Est. 2021
This investment services firm offers retirement planning as part of its broader financial planning and advisory services.
Corporate financial planning
Also Responsible & thematic investing · Business protection · Investment management
St Peter Port·Est. 1952
Accounting practice founded in 1952, providing accounting, audit, advisory, tax, and fiduciary services, and is an authorised ACCA training employer in St Peter Port.
Pension services
Also Economic substance & governance · Accounts preparation · Tax advisory & planning
St Peter Port·Society·Est. 1990
Not-for-profit association of members operating pension arrangements and other forms of retirement provision, established in 1990.
Pension
Also Chambers & trade associations · Gratuity schemes · Deposit & savings accounts
St Peter Port·Professional services·Est. 2001
An independent financial services group, established in 2001, offering pensions advice and retirement planning alongside investments.
St Peter Port·Professional services·Est. 1972
This professional services group offers pensions advice and retirement planning within its specialist pension services.
St Peter Port·Professional services
Acquired by Schroders
This wealth management division of Schroders plc offers personal retirement planning and advice to its clients.
St Peter Port·Professional services
This international life insurer and wealth manager offers personal pension and retirement planning solutions.
Other capabilities nearby in the graph — the count is how many businesses do each.