Lianna Davidson

About Lianna

I joined the company in Guernsey in April 2026 as a Wealth Planning Officer. I am currently building my knowledge and experience in wealth planning while working towards my Chartered Institute for Securities & Investment (CISI) qualifications.

Before joining the company, I worked in retail banking, where I developed a strong commitment to putting clients first and delivering positive outcomes. Progressing through the business gave me valuable knowledge and experience across the finance industry, which I now apply to my role in Wealth Planning.

Outside of work, I enjoy spending time with friends and family, as well as working on my home renovation project.