Financial Advisory Planning

Independent professional services group offering private wealth, corporate, fund, pension, and yacht services from St Peter Port.

Independent GFSC-licensed fiduciary and trust services firm established in Guernsey in 1977, specialising in trust administration, wealth structuring, and family office services.

GFSC-licensed consumer finance firm established in 1932, specialising in asset, commercial, and residential mortgages, as well as personal loans.

The Channel Islands wealth management division of Schroders plc, providing investment and financial services in St Peter Port.

Guernsey-licensed investment manager and subsidiary of Utmost Group plc, providing portfolio management services for unit-linked life assurance and Portfolio Bond products.

Independent GFSC-licensed financial advisory and planning firm, established in 2006, advising individuals and businesses on pensions, investments, and protection.

Boutique trust company established in 1994, specialising in trust and company administration, estate planning, and family office services, and a member of Guernsey Finance.

GFSC-licensed independent financial adviser specialising in pensions, investments, and employee benefits since 1984.

Whole-of-market mortgage and insurance broker, licensed by the Guernsey Financial Services Commission and part of the Howden Group.

GFSC-licensed international life insurer and wealth management provider, part of Utmost Group plc.

Boutique trust company and family office regulated by the GFSC (Ref: 2507), established in 1978 and specialising in trust and company administration.

Livingstone Trust Company Limited was a Guernsey trust and fiduciary services company, merged into Beauvoir Group in April 2025.

Independent advisory firm licensed by the GFSC as an Insurance Intermediary and Investment Licensee, specialising in collective investment schemes and wealth management.

Family-owned independent insurance broker and financial planning firm offering personal and commercial insurance, pensions, investments, and financial advice.

GFSC-regulated independent fiduciary services firm offering trust administration, company services, and wealth structuring.

GFSC-regulated life insurer and employee benefits provider, part of the Utmost International group, formerly known as Generali Worldwide.

Independent finance brokerage established in 2003, arranging personal and business loans and mortgage brokerage.

Guernsey independent financial services group offering mortgages, loans, insurance, financial planning, pensions, and investments.

Guernsey-based investment services firm with offices in Guernsey and Jersey, offering discretionary management, advisory stockbroking, execution-only trading, and financial planning. Formerly Ravenscroft (Channel Islands).

Professional fiduciary services business licensed by the GFSC as a Primary Licensee, providing private family office, trust, foundation, and corporate secretarial services.

Boutique asset manager licensed and regulated by the Guernsey Financial Services Commission, providing investment management, oversight, and family office services.

Provider of international trust, retirement, and pension solutions for corporate clients, regulated by the GFSC and the FSCA in South Africa.

Credit provider regulated by the GFSC under Part II Section 2 for Consumer Credit, offering personal loans, property finance, motor finance, and business loans.

Guernsey actuarial consultancy specialising in pension transfer value analysis and related financial services.

Company established in 1994 that provides finance services exclusively to its own group, the Swiss Securitas Group, and has David Hearse as a Guernsey-based trust director.

Financial advisory firm regulated by the GFSC as an Investment Licensee and a licensed insurance Intermediary, providing investment services, pension advice, and protection insurance.

Privately owned and managed independent fiduciary business, licensed by the GFSC, providing professional trustee, administration, and corporate management services.

GFSC Fiduciary Primary Licensee, incorporated in 1995, licensed to carry on regulated activities including pension scheme and gratuity scheme business.