
Rebecca Goater MA Cantab DipPFS TEP
Director and Financial Adviser
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 an Independent Financial Adviser.
Bex is fully qualified in line with the Guernsey Financial Advice Standards, having completed the Diploma in Regulated Financial Planning in October 2014.
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.
When she isn't at work, Bex enjoys spending time with her family, socialising and anything musical.
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