Testimonials

We have thoroughly enjoyed the time Jane has spent with us. She brings a pragmatic, proactive approach to her work, which draws on her extensive knowledge and experience as a regulator. She is able to flip this knowledge round to apply it from the licensee’s perspective, which we have found incredibly useful. Jane has also been proactive in identifying areas she can add value to, as the workload has naturally progressed to the permanent employee she was brought in to cover the transition to. Above all, Jane has integrated into our team with ease due to her warm and open personality.

During her time with us, Emily has proven to be a delightful asset to the Corporate Secretarial team. She fitted in so well with everyone and was keen to assist wherever she could. Emily played an integral part in ensuring that the Client Investment Licensee Business Risk Assessments and Cyber Security Policy Statements were completed ahead of deadlines. She has also participated in board meetings and prepared minutes to a high standard and within required timelines. Thank you, Emily, for the invaluable assistance you provided us over the last few months. You have been an absolute pleasure to work with and we wish you well for your future.

We have greatly benefited from the professional services of Advisory Services in attending and documenting our quarterly board meetings. Their team consistently provides accurate, well-structured minutes that capture the key discussions and decisions made during these sessions. This attention to detail, coupled with their thorough understanding of corporate governance, ensures that our records are always up-to-date and compliant with legal requirements. The efficiency and reliability of Advisory Services has been invaluable to our firm, and we highly recommend their services for any business seeking expert support in corporate secretarial duties.

From the initial meeting through to the conclusion of the engagement, Mel and Annie have been very professional, knowledgeable, approachable, and proactive, and have provided us with a faultless service. We would have no hesitation in engaging with Advisory Services Group in the future.

We engaged Advisory Services to perform a bespoke piece of work on behalf of the Board. Ethan diligently identified areas of focus for the Board to consider further and his report was clear, concise and delivered within very short timescales.

As a NED I support executives to provide good governance, manage risks and enable investment strategy, whilst protecting investor interests. This role is becoming increasingly challenging with the ever-demanding regulatory and legal environment (not to mention global macro events). Keeping abreast of changes in the world of director duties and compliance is The sessions were excellent. Cathy and Mel tailored the sessions for me and my portfolio, provided relevant case studies and facilitated my many questions. They also provided a personalised set of (many) slides which saved me taking notes, enabling me to focus on the learning and have a reference point in future. We are lucky in Guernsey to have many opportunities for CPD, however, it would be difficult to beat the personalised approach from two excellent professionals.