Financial Planning
Hepburns Life & Pensions Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business
It is our aim as financial advisors to do the following;
- Provide our clients with the financial architecture that will help protect and support them through their lives.
- Design a clear track, a timeline that will assist and accommodate for clients desires and needs.
- Make people fully aware of the consequences of their actions.
- Attempt to bring the future into the present, so that clients can do something about it now. Even the smallest action can have profound effects.
- Guide people to selecting the correct policies that suit their needs. Ensuring the right money, gets in the right hands, at the right time.
- To strip away all the jargon, “smoke and mirrors” surrounding the contracts that we recommend, so that the client is not only fully conversant with all benefits, costs and charges, but they can make an informed choice.
There are 2 main areas that are common to most clients:
- Protection
- Investment
Protection of an individual and where appropriate his family. Ensuring that should the unexpected occur, adequate provision is in place to reduce any financial hardship. Protecting both lives and income, from illness or death.
Investment where prudent, tax effective, saving provides that the future is in your hands and not reliant upon state handouts. Saving for the moment when your working life ends and you look forward to a comfortable retirement.
You can if you wish email one of our advisors;
rod.bryans@hepburnsinsurance.com
malcolm.armes@hepburnsinsurance.com
helen.cooke@hepburnsinsurance.com
michael.barney@hepburnsinsurance.com
Give them an outline of what you require and they will contact you as soon as they can.