
About Us
The Fort Group is proud to employ a long and loyal serving team. Supported by the Board of Directors and Management, our staff offer an impressive blend of professional qualifications and a wealth of knowledge within the finance industry.
WHY FORT GROUP?
INDEPENDENCE
Being privately owned by Bailiwick residents we have the unique advantage of being able to offer clients total confidentiality within the laws of the Bailiwick.
The Fort Group has many long-standing and trusted relationships with industry professionals such as Tax Advisors, Investment Managers and Banking partners, which enables us to offer a spectrum of variety & suitability of professional services to diverse clients - all while maintaining a high level of quality and competence.
For more information regarding our industry partners, please see the relevant party links listed on the Partnership Bodies page.
PERSONAL AND BESPOKE SERVICE
Our strength lies in our ability to provide a personal, cost effective and flexible service. Due to our small to medium size, we retain the ability to be an adaptive organisation that can cater for bespoke solutions, meaning personal service is not lost. Another strength of ours is the quality of our staff; the Fort Group has a strong and reliable management team accompanied by experienced and qualified administrators, who work alongside each other to offer clients the best possible service.
OUR PROFESSIONAL NETWORK
Many of our private and corporate clients receive sophisticated financial and taxation advice from their own lawyers, accountants, stockbrokers and bank managers. The Fort Group can assist as a fulcrum within a network of established partners, working with all professional advisers to develop a co-ordinated, planned and controlled solution to the client’s needs.
SERVICE RANGE
The range of services we offer is exceptionally broad, and our success is based on maintaining a flexible and personal relationship with each one of our clients. Learn more about our services by clicking the links at the top of the page.
REGULATION AND LICENSING
The Fort Group conducts its business in a prudent manner. We ensure that our client acceptance criteria and internal due diligence complies with the recommendations and standards established by the Guernsey Financial Services Commission (GFSC) in a premier offshore location such as Guernsey.
Why the Bailiwick of Guernsey?
The Bailiwick of Guernsey is considered to be a leading international finance centre in the world today. Situated approximately 30 miles from France and 75 miles from the coast of Southern England the island forms part of the British Isles. Guernsey is a self-governing Dependency of the British Crown and does not form part of the United Kingdom. By constitutional convention established over the millennium the Island has complete autonomy in all matters of government, including taxation.
The Team

Graham joined the Fort Group as CEO in July 2023 and leads the strategic and operational direction of the business. Graham was previously at Oak Group, a multi-jurisdictional private client, corporate and funds business, where he spent 16 years of his career, latterly as CEO. He was instrumental in building and integrating the business and leading the strategy which was focused on the commercial, operational and cultural transformation of the business. Born and bred in Glasgow, Graham qualified as a Chartered Accountant with the Institute of Chartered Accountants of Scotland in 2004 before moving to Guernsey later that year, somewhere he feels privileged to call home. Graham is father to three young children and a dog. Spare time permitting, Graham enjoys exercise, outdoor life and anything to do with motorsport.

Jos joined the Fort Group in 1994, and acts as the Managing Director. He serves as a director and trustee of a number of private investment, property, trading and consultancy entities. His career began in the audit department of Moores Rowland, where he qualified as a member of the Institute of Chartered Accountants. He is also a fellow member of the Institute of Chartered Secretaries and Administrators and a member of the Chartered Governance Institute. Jos has lived in Holland and South Africa before settling in Guernsey, and is married with one daughter. He is also a keen triathlete.

Coryn joined the Fort Group in 2016. She is a Client Relationship Director and serves as a Director of a number of private investment, trading and consultancy entities. She is a member of the Institute of Chartered Secretaries and Administrators. Coryn has lived all over the world and settled in Guernsey to raise her family and pursue her career.

Will joined the Fort Group in 2020 and is a Client Relationship Director responsible for a diverse portfolio of high value international structures holding both listed and unlisted investments, properties, trading entities and IP. Will has more than 27 years of experience in the finance industry in Guernsey and during that time has worked at a variety of international banks including Barings, Deutsche Bank and SG Kleinwort Hambros leading teams, running projects and managing client relationships. Will is a full member of the Society of Trust and Estate Practitioners. Will has lived in Guernsey since the age of 8 and is married with two teenage children and loves to travel with his family. He enjoys walking and the odd round of golf or skiing trip, when his ageing limbs allow.

Sadie joined Fort Group in 2006 when Balchan Management Limited was acquired. Sadie acts as Chief Operating Officer and directs the operational functions of the business. She serves as a director and trustee of a number of private investment, property, trading and consultancy entities. Sadie holds the diploma in Offshore Finance and Administration from the Institute of Chartered Secretaries and Administrators.

Penny joined the Fort Group in 2010 and she acts as Manager of the Alderney office. Her role includes managing the take-on of all new business and she is also a Client Relationship Director of a number of private investment, property, trading and consultancy entities. Penny has 31 years financial experience working at Midland Bank, HSBC and the Royal Bank of Canada. She holds a Professional Diploma in Financial Services Management, the International Diploma in Financial Administration and is an Associate of the London Institute of Banking & Finance. Penny has one son and one daughter and enjoys walking, swimming and gym exercise.

Paddy joined Fort Group in 2012 when Charter Trust Company Limited was acquired, having worked there since 1985. She serves as a Client Manager to a number of private investment and property entities. Her career in finance began in 1976 when she assisted her late husband with the establishment of Horlock & Co Chartered Accountants. She is a member of the Society of Trust and Estate Practitioners. Paddy has two daughters and her interests include travelling, reading, swimming and charitable and social activities of Rotary Guernesiais.

Ian joined the Fort Group in 2018 and acts as Non-Executive Chairman. He is an English Solicitor and a Guernsey Advocate and is a former head of the commercial department of a leading offshore law firm. He has over forty years’ experience of company, commercial and financial services law and is an acknowledged expert in directors’ duties and corporate governance. He has experience of acting as chairman and/or non-executive director of banks, captive insurers, insurers, fiduciary services providers and investment funds. Ian also has experience of leadership, team development and mentoring. He is a Fellow of the Institute of Directors and a former Chairman of the Guernsey Branch. He is also a member of Society of Trust and Estate Practitioners. Ian has one child and his interest is football.

Peter joined the board of Fort Group in 2011 as a Non-Executive Director. His career in finance began in 1968 when he worked for the Bank of England. When he left the bank in 1987 he became Compliance Officer with JP Morgan, PaineWebber, John Govett and then with Framlington. He joined the Guernsey Financial Services Commission in 2000 as Director of Investment Business. He retired from this role in 2011. Peter has two children and his interest is sailing.