Financial Advisory & Planning

Wealth management company providing investment solutions for individuals, families, charities, intermediaries, and corporations in St Peter Port.

Independent financial advisory firm established in 2006, offering personal financial planning and advice to individuals and businesses in St Peter Port.

Independent financial adviser established in 1984, specialising in corporate pensions and employee benefit arrangements in St Sampson.

Independent insurance brokerage and financial advice firm with a team of Independent Financial Advisers in St Peter Port.

International life insurance-based wealth management and employee benefits provider, part of Utmost Group plc, in St Peter Port.

Life insurance and employee benefits provider, formerly Generali Worldwide, offering wealth solutions across the UK, Europe, Latin America, Asia, and the Middle East from St Peter Port.

Independent finance broker co-founded in 2003, now solely owned by Garry Falla, acting as an intermediary for personal and business clients in St Peter Port.

Finance broker offering solutions for personal, commercial, renovation, and property development finance, with unsecured personal loans from £5,000 to £50,000.

Privately owned wealth management company licensed for Controlled Investment Business and as an Insurance Intermediary in St Sampson.

Financial advice firm established in 2001, offering mortgages, insurance, financial planning, and pensions advice in St Peter Port.

Professional service in St Peter Port offering specialist insurance services.

Regulated by the GFSC as an Investment Licensee and an Insurance Intermediary, offering investment services and pension and protection insurance advice.

Financial planner providing finance services for the Swiss Securitas Group, with David Hearse as a Trust director with 33 years’ experience.