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

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