Whether you are looking for capital growth, income or both, our experienced advisers ensure clients’ assets will grow using a plan that’s right for them.

Whatever the amount our clients have to invest, we can assist with the management of investments over a fixed term or on an instant access basis (sometimes with no penalty).

We offer a longstanding service and assist in regularly reviewing our clients’ investment portfolios to make certain any changes in their circumstances are reflected.

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

Advisers

Mark Chipperfield

Head of Financial Planning

T: 01481 715234 | E: mchipperfield@spf.gg

Mark Chipperfield

Head of Financial Planning

Mark is locally born and has worked within the financial services industry for 24 years. He joined SPF Private Clients as an Associate Director in August 2013. Mark is highly qualified, and his primary areas of expertise are investments and pensions although he has a wealth of experience in all aspects of financial planning - from life assurance and children's critical illness cover to long term care and equity release.

T: 01481 715234 | E: mchipperfield@spf.gg

Moira Sermon

Director

T: 01481 715234 | E: msermon@spf.gg

Moira Sermon

Director

Moira joined SPF as Head of Wealth management in 2017. With 30 years of experience in financial services, Moira has established an impressive network of key business partners within Guernsey and London, and can offer valuable experience and knowledge to straightforward and complex situations.

T: 01481 715234 | E: msermon@spf.gg

Testimonials