Fairfield Wealth

Pensions | Insurance | Investments



Investments

ESG 
Risk Management
Portfolio Advice
Investment Monitoring
Suitability
Fiduciary Investment Monitoring

Insurance

Independent advisers for
Long term life cover
Key Person Cover
Permanent Health Insurance
Annuities

Finance & Estate Planning

For Guernsey residents, where you need advice and guidance on creating or managing your legacy

Ask Questions

We are here to help as advice is our thing and it may not cost you money to find out, and even save in the long run.

Become a client

Full fact finds, no hidden charges, no fancy offers, just straight-up honest advice.

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Access your online portal, and help us reduce the environmental impact.

Relax and Enjoy

Get on with life with peace of mind that you have us keeping an eye on your financial future.


 ESG and Sustainable Investments can contribute to a more sustainable world through your investment choices

Join us and make the world a better place.


What is the difference between a Wealth Manager and a Financial Adviser

  • Wealth Managers specialise in managing your investable assets, many now have a high cost of entry and require investable portfolios of sums greater than £250,000.

  • What they can't do is advise or provide: 

    • Advice on pensions and tax-related savings,

    • writing wills, managing your estate,

    • saving for school and university fees for your children.

    • Advice on Inheritance tax risks from having overseas property, and ways to manage or mitigate these taxes

    • write insurance to manage the risks when you don't have the savings or have no wish to lose large chunks of your estate to taxes.

    • help with your estate at the end of your life, such as helping you with Enduring Powers of Attorney 

    • Write protection cover against loss of earnings to protect the financial well being of your dependents should the worst happen.

    • Manage your Wealth Managers, they want all your investable asses and that may not always be in your best interests 

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Guernsey Retirement Annuity Trusts

Looking to set up a plan, move or consolidate plans. Moving to work in Guernsey, or just need answers to help you make a better decision.

Has your Trustee requested that you appoint a qualified Investment Adviser?

This is what we do.

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Pensions Advice and Reviews

We can provide independent advice on your scheme, the investments and your potential options. We can help the Trustee or yourself write a Statement of Investment Principles. We can also monitor and review the investments against this Statement..

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ESG Investing

Do you want to follow a greener agenda with your investing.

Do you want to expand your clients investment monitoring to include ESG ratings and improve your businesses ESG footprint.

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Financial Planning

We don't promote our own investments, funds or savings products, we do have a Pension Plan that is administered by an Independent Guernsey Pensions Trustee.

We try to be as independent as possible. All of our fees are transparent, and all of our interests are transparent. This is how we want to become your Trusted Adviser. 

Long Term Protection

Life, critical illness and Whole of life protection. We can arrange and help you plan to protect your dependents if the worst happens.  

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