Rebecca Goater MA Cantab, CDir, 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.

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

Bex was appointed joint Managing Director in 2025 overseeing the strategic operations of the company, as well as continuing her work as a Financial Adviser. Bex is also a Chartered Director.

Bex won the Female Leadership Award at the Channel Islands WealthBriefing Awards 2024, and has been a finalist in the Professional Adviser Women in Financial Advice awards for 4 years running. Bex is also an ambassador for the Priaulx Premature Baby Foundation, and has worked with the charity since 2025.

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