Life, Pensions and Investments
We provide a complete service for our clients with our in–depth knowledge of the broad range of personal and corporate financial products available (average of 30 years’ experience) to individuals and businesses covering individual life assurance, protection and pensions. In addition we provide specialist and portfolio–planning advice, particularly catering for growth and income requirements.
The depth of our advisers’ experience offers our clients peace of mind when discussing their needs and arranging the necessary protection and most appropriate provision for the future.
Key placements:
- Local Guernsey pension through our multi–member Retirement Annuity Trust Scheme
- “Key Man” cover
- Critical Illness
- Death in Service
- PHI
- Health
- Corporate Pensions (local and International)
- Insurance Wrappers
Heritage Group Limited, PO Box 225, Heritage Hall, Le Marchant Street, St Peter Port, Guernsey, GY1 4HY. Telephone: +44 (0) 1481 716000 Regulations