EIB offers an initial advice service complemented by an on-going advisory service across the following areas:
• PENSION SERVICES – All matters Individual and Corporate in respect of Retirement Planning
• INVESTMENT ADVISORY SERVICE –i.e. Single &/or Regular contribution Investments
• ANNUITY ARRANGEMENTS– i.e. Compulsory Purchase & Purchased Life Contracts
• LONG TERM INSURANCE CONTRACTS – i.e. Term Assurance, Critical Illness, Whole of Life & Mortgage Protection
These services are offered to all private clients and businesses.
We recognise that clients have widely different needs, interests and requirements and we believe that a ‘One Size Fits All’ approach will not work.
Our basic principals are:
Honesty: - At all times we will be open, honest and transparent
Integrity: - Is paramount and one of the mainstays of our reputation
Reliability: - Constantly delivering on any promises
Value: - A commitment to help our clients prosper and deliver value for money
2nd Floor, Osprey house, Union Street,, St Helier,, Jersey, JE2 3RF
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