Independent financial advice and planning for individuals and businesses.
Eleven firms offer financial advice and planning. For 2mi Financial Services and Rossborough Financial Services, it is their whole trade; most of the rest fold it into broader wealth management or corporate services. St Peter Port is home to 9 of them. Cazenove Capital, founded in 1823, is the earliest established firm here. —
St Peter Port·Professional Service·Est. 2006
This independent GFSC-licensed firm, established in 2006, provides financial advice and planning for individuals and businesses.
Tax efficient strategies
Also Business protection · Group life & employee protection · Investment oversight & monitoring
St Sampson·Professional Service·Est. 1984
This GFSC-licensed firm is an independent financial adviser, established in 1984, specialising in pensions, investments, and employee benefits.
CredentialsCeFA · Advanced Financial Planning Certificate paper G60 Pensions · Certificate in Private Client Investment Advice & Management Certificate · CISI Level 6 Qualifications · CeRGI +3 more
Pricing & termsPrivate client · Private clients · Private individuals
From their website
Financial advisory service
Also Investment management · Retirement planning · Employee benefits
St Peter Port·Professional Service·Est. 1950
This Guernsey branch of a global financial group offers financial planning as a key part of its wealth management services.
St Martin·Professional Service·Est. 2003
Acquired by Fort Group in 2025
A GFSC-licensed trust and corporate services firm, offering financial structuring and advice to its clients.
St Peter Port·Professional Service
Acquired by Schroders
✦203-year heritage (1823)
This wealth management division of Schroders plc provides financial advice and planning for both individuals and businesses.
Pricing & termsGibraltar · Guernsey · Jersey · UK · Asia +1 more
Also Investment management · Family office services · Private banking
St Peter Port·Professional Service·Est. 2006
A GFSC-licensed broker, established in 2006, providing financial advice alongside its mortgage and insurance broking.
St Peter Port·Professional Service·Est. 2021
This investment services firm provides financial planning as a key service, alongside discretionary management and stockbroking.
St Peter Port·Professional Service·Est. 2011
This ACCA-qualified firm offers financial advisory services alongside its accountancy work for businesses and individuals.
Also Accounts preparation · Consulting · Tax returns
St Peter Port·Professional Service·Est. 2014
An independent asset manager, regulated by the GFSC, providing advice within its fund and investment management offerings.
Advising
Also Fund formation & structuring · Family office services · Investment management
St Peter Port·Organization·Est. 2014
Regulated by the GFSC as a Primary Licensee and an Investment Licensee, offering services for collective investment schemes and general securities and derivatives.
Advising
Also Stockbroking & dealing · Custody & safekeeping · Collective investment schemes
St Peter Port·Professional Service·Est. 2015
This GFSC-licensed international life insurer and wealth manager offers financial advice as part of its broader services.
Expat advice
Also Pension scheme administration · Retirement planning · Life assurance
St Peter Port·Professional Service
This Guernsey branch of a global bank provides financial advice and planning within its broad wealth management and private banking offerings.
Other capabilities nearby in the graph — the count is how many businesses do each.