Sound financial planning is crucial, whatever your stage in life or circumstances.

Our independent advisers can provide a full financial health check for everyone, from high net worth individuals to young people at the beginning of their careers.

We work with our clients to ascertain their objectives and attitude to risk, and assist in identifying short, medium and long term goals so we can create a comprehensive strategy to ensure these are met.

Our tailored solutions give clients peace of mind for their future, and we offer guidance through every stage of the process, monthly updates, plus an annual review to ensure our solutions continue to suit current circumstances.

To find out more about Financial Planning from SPF, please contact us today:

Advisers

Cheryl Philp

Director

T: 01481 715234 | E: [email protected]

Cheryl Philp

Director

Cheryl joined SPF as Director in 2018. A Chartered Member of the Securities Institute, Cheryl has over 25 years working in investments and is familiar with both private clients and corporate structure business. With a strong attention to detail and desire to listen, Cheryl always puts the client first, whilst endeavouring to help them achieve their financial goals.

T: 01481 715234 | E: [email protected]

Jamie Gill

Associate Director

T: 01481 715234 | E: [email protected]

Jamie Gill

Associate Director

Guernsey-born Jamie completed his degree in 2009 and has since gained over 10 years of experience in the finance industry, most recently as a Private Banker. A Member of the Securities Institute, Jamie is PCIAM qualified and is working towards his Chartered Wealth Manager qualification. His role at SPF will centre on investments and pension planning, enabling him to provide holistic solutions to clients’ financial aspirations.

T: 01481 715234 | E: [email protected]

Testimonials