At Eperon Finance,
we understand that every individual's financial journey is unique. Our team of seasoned professionals is passionate about crafting tailored strategies that align with your aspirations, values, and goals. We believe in going beyond numbers, focusing on the meaningful moments that shape your financial decisions.
With years of experience and a proven track record, Eperon Finance has earned a reputation for delivering exceptional financial insights and services. As your partners in financial prosperity, we invite you to embark on a journey with us, where your aspirations become our compass, and your financial well-being remains at the heart of everything we do.
What We Do
Today, Eperon Finance is a full-service, impartial advisory firm offering a comprehensive range of services through a team of qualified professionals who uphold the core values set by Norman Barry over three decades ago.
Personal Financial Assessment
"At Eperon Finance, we believe that knowing your destination is the first step to getting there." We advocate that each client assess their future objectives as the starting point for formulating a plan. Our processes are designed to achieve this desired outcome, starting with an understanding of a client's current circumstances and future goals.
Retirement Planning
We recognize that retirement planning is a key focus for many individuals and employers. Crafting a cost-effective, customized plan that can adapt to diverse circumstances and objectives requires experience, in-depth knowledge, and creative thinking.
Protection
Securing adequate protection in case of death, disability, or serious illness is at the core of proper financial planning. These immediate risks can have devastating financial consequences. Eperon Finance offers expert guidance and execution of the most suitable approach and products to mitigate identified risks.
Investment & Savings
The success of your investment portfolio is crucial to those who rely on it: individuals, families, beneficiaries, charities, or corporations. Our experienced investment professionals provide independent, unbiased advice for managing client assets.
Inheritance & Gift Tax Planning
Utilizing life assurance for Inheritance & Gift Tax planning enables efficient wealth transfer to the next generation. Eperon Finance possesses the expertise to navigate the legal and tax complexities, designing and implementing tax-efficient asset transfer solutions.