Rebecca Goater MA Cantab Dip IoD DipPFS TEP

Rebecca ("Bex") moved to Guernsey in 2009 after graduating from Cambridge University where she read Land Economy (Law, Economics and Environment).  Bex began her post-university career in the Trust Industry, and qualified as a Trust Administrator, taking the STEP Diploma in International Trust Management, which she passed with Distinction in 2011.

After officially joining the Goater family, Bex went on to join the family business, re-qualifying before being appointed as a Financial Adviser. 

After joining the executive board in January 2015, Bex now manages the Financial Planning Department, as well as assisting with the overall strategic operations of the company. In 2024, Bex passed the IoD Diploma in Company Direction with Distinction.

Bex has been a finalist in the Professional Adviser Women in Financial Advice awards for 2 years running, and won the Individual Employee Award at the Guernsey Customer Services Awards 2023, confirming the excellent service she provides to her clients.

When she isn't at work, Bex enjoys spending time with her family, socialising and anything musical.