About us

We aim to provide a ‘best in industry’ service, closely focusing on our clients’ particular needs and situations.

Established in November 2012 by husband and wife team, Mark and Sarah Penney, Criteria began as a small, boutique wealth manager offering bespoke solutions to its clients.

Mark has over 25 years’ experience within the financial services industry in both Guernsey and the UK. Prior to founding Criteria, Mark previous built a highly successful UK wealth management company, before selling up to return to Guernsey.

By adopting a personal approach to each clients’ circumstances, Criteria has grown from strength to strength and now offers a broad range of services to both private and corporate clients.

GET IN TOUCH

For general enquiries, contact Criteria Wealth Management:

t: 01481 726375
e: info@criteriawm.com