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.
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.
Bex won the Individual Employee Award at the Guernsey Customer Services Awards 2023, confirming the excellent service she provides to her clients.
Our Team of Experts
We’d love to stay in touch and keep you up to date with the very best insurance and financial planning advice