Our highly experienced team excels at individually tailoring insurance, investments and pension arrangements for every client.
Since leaving the Army and his spell of active service in the Gulf, Philip Lepp has spent more than two decades handling the complex insurance requirements of clients with global lifestyles.
He founded Sydney Charles on the guiding principal that clients deserved the highest levels of service, and should enjoy the benefit of the company's ability to streamline intricate business and personal insurance requirements.
Jody joined Sydney Charles in 2008 and was promoted to a Director in 2010. Jody leads several key areas of Sydney Charles in addition to managing his own portfolio of clients with the clear objective of providing the highest levels of service. Jody is a Fellow of the Association of Chartered Certified Accountants, a member of the Chartered Insurance Institute and holds the Diploma in Regulated Financial Planning and the Diploma in Insurance. He also holds the Guernsey Insurance Certificate, issued by the Guernsey Financial Services Commission. Jody is authorised as a Financial Adviser to provide advice on Long Term – Life Insurance, Investments and Pension products.
ACII qualified and based at the Group's central St Peter Port offices, she regularly communicates with clients around the globe and derives satisfaction from creating specialist cover for their particular circumstances.
Services including kidnap and ransom, personal accident and a broad range of general insurance areas are handled by Marilyn.
'The challenge and satisfaction of my role is in handling enquiries from people across a very broad spectrum.'
Cert CII qualified with over two decades in the insurance sector, Darren brings extensive insurance broking experience to Sydney Charles Advisers. As the company's Insurance Manager, Darren enjoys his role based on providing high levels of personal service.Email Darren
Annie joined Sydney Charles in 2011 and is Cert CII qualified. As an insurance broker at Sydney Charles she arranges all types of insurance policies for our clients. With an an excellent knowledge of our products she is able to advise clients on the right cover to suit their lifestyle. She also has a great working relationship with our insurance providers to secure the right cover at the most competitive premium.Email Annie
Kim has worked in aviation insurance for more than a decade, having spent the previous 20 years in the general insurance sector. This wide insurance background has given her the experience to ensure our Flying Club and aviation clients have all of their aviation and non-aviation insurance risks comprehensively covered. She takes an active role in the handling of claims for the firm and takes pride in ensuring clients have their aircraft back in the air quickly and with as little inconvenience as possible.Email Kim
Paul joined Sydney Charles in 2015 and has over 7 years experience working as a Financial Adviser and Relationship Manager with one of the world’s largest banks. During this time he provided advice on a wide range of financial services from simple banking products, secured and unsecured lending, through to life insurance, pensions and lump sum investments.
Paul is a member of the Chartered Insurance Institute and holds the Diploma in Financial Planning, one of the leading qualifications for Financial Advisers, recognised by regulators in Guernsey and the UK. He also holds the Guernsey Insurance Certificate, issued by the Guernsey Financial Services Commission. Paul is authorised as a Financial Adviser to provide advice on Long Term- Life Insurance, Investments and Pension products.
Greg has more than three decades’ experience working in financial services covering a wide range of products for both private and corporate clients. Greg gained his experience initially working as an agent of the Royal Liver Friendly Society where he became the Guernsey District Manager and since then has been employed locally in financial services companies. Greg is authorised as an Authorised Insurance Representative to provide advice on Long Term - Life Insurance (Protection) products only.Email Greg
Peter has worked in financial services since 1978 and has gained a wealth of knowledge and experience in a diverse range of products for both private and corporate clients. Having held senior positions at well known local financial firms, he has extensive knowledge and experience of retail financial services in Guernsey. Peter is authorised as an Authorised Insurance Representative to provide advice on Long Term - Life Insurance (Protection) products only.Email Peter
A highly experienced, qualified financial adviser, John is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.Email John
John's detailed knowledge of the captive insurance industry is a particular strength within the Sydney Charles organisation. He is a qualified accountant who spent nearly two decades in captive insurance. John's expertise also incorporates investment and compliance.