Rossborough Financial Services Limited

St Sampson·Professional Service

Sister to R.A. Rossborough (Guernsey) Limited

About

Rossborough Financial Services Limited is an independent financial adviser established in 1984 with offices in St Sampson and Jersey. Licensed by the Guernsey Financial Services Commission and regulated by the Jersey Financial Services Commission, it specialises in corporate pensions, employee benefits, investments, protection, and retirement planning. The firm serves over 13,000 pension members and trades as Rossborough Financial.

Specialises in27

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

Investment management

Discretionary and advisory investment / portfolio management.

From their website

Investment portfolio construction · Personal investment · Investment strategies · Investments (Perspective investment strategies)

CredentialsCeFA · Certificate in Private Client Investment Advice & Management Certificate · CISI Level 6 Qualifications · CeRGI · CFA UK’s Level 4 Certificate in Investment Management · chartered institute for securities & investment (CISI) · Chartered Wealth Manager

Pricing & termsPrivate client · Private clients · Private individuals · Businesses

Risk, regulatory & compliance

CredentialsDiploma in Financial Crime Prevention · International Compliance Association’s Diploma in Governance · Advanced Certificate in AML · Risk And Compliance · Advanced Certificate in Anti Money Laundering

Pricing & termsBusinesses

PeopleScot Laing (Managing Director & MLRO) · Nicky Fagan (Director) · Charlotte Guillaume (Director) · Stephen Csaplar (Compliance Director & MLCO) · +1 more

Financial advice & planning

Independent financial advice and planning for individuals and businesses.

From their website

Financial advisory service

CredentialsCeFA · Advanced Financial Planning Certificate paper G60 Pensions · Certificate in Private Client Investment Advice & Management Certificate · CISI Level 6 Qualifications · CeRGI · Certified Financial Planner (CFP(TM)) ·

Pricing & termsPrivate client · Private clients · Private individuals

Business strategy

Plans and strategies for organisational goals and market positioning.

From their website

Strategic planning

CredentialsBA (Hons) in Business Law and Finance

Pricing & termsBusinesses

Quick facts

Legal form
Limited Company
Established
1984 · 42 years
Coverage
Bailiwick Wide
Industries served
Commercial
Client focus
Corporate Client, Regulated Business, Regulated Firms

People5

  • Scot LaingManaging Director & MLRO
  • Nicky FaganDirector
  • Charlotte GuillaumeDirector
  • Stephen CsaplarCompliance Director & MLCO
  • Damian WallenSenior Consultant, Guernsey

Credentials

Memberships & accreditations

  • Guernsey Chamber Of Commerce

Contact

Social
Address
Rossborough House, Bulwer Avenue, St Sampson, Guernsey, GY2 4LF

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