Our Offerings

To facilitate our clients' journey towards effective financial management, we emphasize the importance of thorough advanced planning. At Eperon Finance, we share the conviction that the foundation for creating a strategic financial plan lies in comprehending our clients' current circumstances and their future aspirations.

Our process for establishing a tailored plan, encompassing holistic solutions, includes:

  • An initial meeting to review existing financial situations, define financial needs and objectives, and collect necessary information.

  • The creation of a detailed plan outlining the path to achieving the established objectives.

  • Implementation of agreed-upon strategies and the establishment of an ongoing review process to adapt to evolving circumstances and regulations. Eperon Finance customizes its personal financial services and solutions to meet the unique needs of each client. This involves a deep understanding of the client's financial situation and goals, leading to the development of a strategy and plan. We excel in designing and administering life, health, disability, retirement, and investment plans, earning the respect of clients, underwriters, and investment management firms.

Personal Financial Assessment

“At Eperon Finance, we believe that before setting out on any journey, it's crucial to know your destination." We advocate that each client assess their future objectives, which then serves as the foundation for crafting a tailored plan to achieve those goals. Our processes are designed to lead to this desired outcome.

Retirement Planning

We acknowledge that retirement planning is a paramount concern for both individuals and employers. Crafting a cost-effective and customized plan capable of accommodating diverse circumstances and objectives requires expertise, extensive knowledge, and creative thinking beyond the ordinary.

Inheritance & Gift Tax Planning

Utilizing life assurance for Inheritance & Gift Tax planning can facilitate tax-efficient wealth transfer to the next generation. Eperon Finance possesses the expertise and comprehension of the legal and tax intricacies involved, enabling us to design and implement efficient asset transfer solutions.

Protection

Ensuring adequate protection in the face of death, disablement, or serious illness is central to sound financial planning. These immediate risks can have devastating financial consequences. Eperon Finance has the resources and expertise to provide sound advice and execute the most suitable approach and products to mitigate identified risks.

Investment & Savings

We understand the critical importance of a successful investment portfolio for those who rely on it: individuals, families, beneficiaries, charities, or corporate entities. Our experienced investment professionals are an integral part of our business, offering impartial, unbiased advice for the management of client assets.