Network Insurance & Financial Planning

St Peter Port·Professional Service

Story

Business heritage dates to 1965; the current limited company was formed in 1993. The Goater family has run the firm throughout.

Network Insurance & Financial Planning is a family-owned independent insurance broker and financial planning firm. Trading since 1965 and incorporated in 1993, the Goater family business serves private clients, commercial businesses, and charities with insurance, pensions, investments, and protection advice. It holds licences from both the Guernsey and Jersey Financial Services Commissions and works with a panel of over 100 insurers.

Specialises in28

Each capability links to every business in the Baliwick that shares it.

Insurance

Pricing & termsCorporate client · Retail and offices · Commercial · Tradesmen · Motor trade · Charities nfp ·

PeopleRebecca Goater (Managing Director, MA Cantab, CDir, DipPFS, TEP) · Oliver Goater (Managing Director, BA Hons, Cert CII, BDMA Tech) · Douglas Goater (Chairman/Non-Executive Director) · Jason Robert (Head of Private Clients, Cert CII) · +8 more

ServicesCritical Illness · Income Protection · Travel · Private Client Motor · Breakdown · Private Client Household ·

Corporate, fiduciary & funds

PeopleRebecca Goater (Managing Director, MA Cantab, CDir, DipPFS, TEP) · Oliver Goater (Managing Director, BA Hons, Cert CII, BDMA Tech) · Douglas Goater (Chairman/Non-Executive Director) · Jason Robert (Head of Private Clients, Cert CII) · +8 more

ServicesPensions

Pensions & retirement

PeopleRebecca Goater (Managing Director, MA Cantab, CDir, DipPFS, TEP) · Oliver Goater (Managing Director, BA Hons, Cert CII, BDMA Tech) · Douglas Goater (Chairman/Non-Executive Director) · Jason Robert (Head of Private Clients, Cert CII) · +8 more

Investment management

Discretionary and advisory investment / portfolio management.

ServicesSavings Plans · Investments · Annuities

Quick facts

Legal form
Limited Company
Established
1993
Years of experience
58
Coverage
Bailiwick Wide
Industries served
High Net Worth Individuals, Businesses, Private Individuals, Private clients
Client focus
Hni Individual, Private Client, Smes, Charity

People12

  • Rebecca GoaterManaging Director, MA Cantab, CDir, DipPFS, TEP
  • Oliver GoaterManaging Director, BA Hons, Cert CII, BDMA Tech
  • Douglas GoaterChairman/Non-Executive Director
  • Jason RobertHead of Private Clients, Cert CII
  • Polly SumnerRenewals Manager & Commercial Broker, Cert CII
  • Alex LuisClaims Manager, Cert CII, BDMA Tech
  • Sophie YabsleyNon-Executive Director, BSc Hons, Chartered FCSI, CDir
  • James Godfrey
  • Britney Exall
  • Melissa Wilson
  • Jack White
  • Alexis Goater

From their website

Original phrasing from their website — lines covered by a capability above appear within its card.

  • Free initial financial consultations

Credentials

Qualifications

  • Acii

Memberships & accreditations

  • Guernsey Chamber Of Commerce

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

Website
network.gg
Social
Address
PO Box 117, Network House, 3 Jubilee Terrace, South Esplanade, St Peter Port, Guernsey GY1 1AH

Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.