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.
Marilyn has been with Sydney Charles since it was incorporated in 2006, she is a Chartered Insurance Broker and holds the Advanced Diploma in Insurance (ACII).
Marilyn is authorised to provide advice on all general insurance products and is 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 Professional Indemnity, Directors & Officers, High Net Worth Portfolios, Aviation, Kidnap & Ransom 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.'
Guernsey born Mark has been providing clients with trusted financial advice for over 28 years.
He has a wide range of experience and is able to offer advice on all aspects of life assurance, financial planning and wealth management. He specialises in investments and pensions and is committed to working with clients in the long term.
Highly qualified with a Dip PFS plus additional specialist qualifications in Pensions, Long Term Care and Equity Release, Mark believes that personal service is key to understanding clients' expectations and ensuring they realise their financial aspirations.
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.