Fairfield Wealth Limited
St Peter Port
About
Fairfield Wealth Limited is a financial advisory firm established in 2017, regulated by the GFSC as an Investment Licensee and a licensed insurance Intermediary. It is independently owned and managed, operating on a fee-only basis. The firm provides investment services, including portfolio advice, risk monitoring, and ESG mandates. It also offers pension advice for Guernsey RATS, employer schemes, QNUPS, QROPS, and pension transfers, alongside protection insurance such as life cover and permanent health insurance. —
Quick facts
- Legal form
- Guernsey non-cellular company, registered number CMP63515; Registry status Normal
- Established
- 2017 (registered with the Guernsey Registry 28 April 2017) · 9 years
People3
- Joe Oliver — Director
- holds overall responsibility for the financial advice the firm provides
- James Sherbourne — Managing Director
Services offered
- Protection insurance: long-term life cover
- key person cover
- permanent health insurance
- Investment services: portfolio advice
- investment and risk monitoring
- suitability
- ESG mandates
- fiduciary investment monitoring
- Pension advice: Guernsey Retirement Annuity Trust Schemes (RATS)
- section 150 employer schemes
- QNUPS and QROPS
- local and international pension transfers
Credentials
Qualifications
- Joe Oliver holds Chartered Financial Planner status and Fellowship of the Personal Finance Society
Hours
- Mon
- 9:00 AM – 5:00 PM
- Tue
- 9:00 AM – 5:00 PM
- Wed
- 9:00 AM – 5:00 PM
- Thu
- 9:00 AM – 5:00 PM
- Fri
- 9:00 AM – 5:00 PM
- Sat
- Closed
- Sun
- Closed
Contact
- Phone
- +44 1481 743770
- Website
- fairfieldwealth.gg
- Address
- 2nd Floor, One High Street, St Peter Port, Guernsey, GY1 2LZ
Location
Directions ↗Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.
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