The Pensioneer Trustee Company (Guernsey) Limited
T +44 (0) 1481 747951
Tim has been working in finance for over 20 years, initially working in audit for Moore Stephens and Coopers & Lybrand (now PwC) in Guernsey. He also spent over a decade working in the Investment arena on both the stockbroker side and providing Investment Consultancy services, to trust companies and pension providers. Tim leads The Pensioneer Trustee Company (Guernsey) Limited and looks after a wide range of specialist International Pension Plans and Employee Benefits focused towards large corporates and International clientele.
Tim is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. Tim is also a member of the Society of Trust and Estate Practitioners and holds the Diploma in International Trust Management.
Tony was born in the UK and educated in the UK and Guernsey. Tony joined RFG in 2009, having spent over 30 years with Carey Olsen (one of the largest Law Practices in the Channel Islands) and its administration affiliate, the Carey Group, the last 10 years as a director of the Group’s operating companies. In 2005 Tony was appointed Managing Director of Carey Commercial Limited, dealing primarily with corporate services for the Carey Group’s Institutional clients, fund administration and Channel Islands Stock Exchange listings.
Tony has served as Director and/or Company Secretary of many large corporate structures, including a number of FTSE100 clients, several of which have floated on the London and other major Stock Exchanges Worldwide. He has also been responsible for managing corporate and trust relationships with many UHNWIs and high profile personalities, including sportsmen, actors and musicians. During his career, Tony has forged many solid relationships with top-tier legal and accounting firms.
Tony is a Member of the Society of Trust and Estate Practitioners.
Mike was born in the UK and completed his education with a Business & Finance qualification from Brookes University in Oxford. He moved to Guernsey in 1985 where he qualified as a Chartered Accountant after completing his training with Ernst & Young. He then worked in the private banking and investment sector for 10 years, with Rea Brothers (Guernsey) Ltd and Rothschild Bank’s Swiss division, before joining RFG in August 2001.
As well as his Accountancy Charter, Mike has passed the Diploma in Company Direction and has been granted Chartered Director status with the IoD.
With over of 30 years experience in fiduciary services in the finance industry Jane has held senior positions with Banking institutions and independent Trust Companies at Board level in Guernsey, Malta and the UK. For the past 20 years she has been involved in the development and administration of a range of employee benefits solutions including; on-shore and international pension schemes for corporate clients and individuals covering both DB and DC schemes written under trust or contract, Employee Benefits Trusts, Employee Share Plans and Employee Share Option Schemes.
Jane has considerable experience of and has been involved with the development and administration of a range of pension and employee benefit solutions for an international client base and for the Guernsey pension market.
In addition to her technical knowledge she has also been involved in the selection and development of the software required to administer the schemes once established.
Jane is a member of the Chartered Institute of Bankers with a diploma in trust administration and is a member of the Society of Trust and Estate Practitioners.
Paul has over 25 years experience within the financial sector providing services and products for both private and corporate clients. As a manager of a multi jurisdictional office, he moved to Guernsey in 1995 to manage the local office for a UK service provider, taking charge of the CI operations in 1997.
Paul was also a director of a number of financial institutions based in Guernsey. He was also previously the business development manager for 7 years for a trust company offering international pension plans, QNUPS, QROPS and RATS as well as trust and company structures.
Paul is a member of the society of Trust and Estate Practitioners and holds the Diploma in International Trust Management and certificate in Company Direction.