Top Pension Transfer Advice
Affordable Life Assurance
Quality Retirement Advice & Plans
Income Tax Protection
Our Expertise
With over 30 years industry experience, we find people like to get independent advice from someone who is not tied to any one company. They want someone they can trust to help them build the financial security they need should the unexpected happen. By helping people achieve this with our market expertise and ability to identify the best cover available in the most cost effective way. Building long term relationships with our Clients in order to give a lifelong service, by adjusting your cover to keep abreast of your changing needs and be available should you wish to call me. We are a member of the Irish Insurance Brokers and regulated by the Central Bank.
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Why choose James Stephens Financial Services
Relationships
Our duty is to you, our client. We build customer loyalty and long-term relationships and work hard to understand the needs of our clients.
Choice
Once we understand your specific requirements, we can advise you on the best product, best cover rate from the most suitable provider.
Professional Advice
Like an accountant or lawyer, based on years of experience, we as a broker can provide the same professional advice to you on your needs.
Market Expertise
We take away the burden and stress the of searching the market and handling claims. We take this responsibility on your behalf.
Peace of Mind
In the event of a claim and/or general queries, we can guide you through the claims process and manage the claim on your behalf.
Security
You are in safe hands with us. We are regulated by the Central Bank of Ireland and you, our client, are protected at all times.
Our
Partners
Our Guarantee
Our advisors are all Qualified Financial Advisors, with continuous professional development every year. We are regulated by the Central Bank of Ireland and are a member of Brokers Ireland.
It’s important to use to advise you correctly – you come first and our client focused approach insures you get the right advice for your specific circumstances.
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