Providing peace of mind

Let us help you build the stepping stones
to get the most from your life.

Investment Management

Whether you're wanting to save for something small or a larger purchase, we can help you with a choice of investments to meet those needs.

Sensible investment planning revolves around understanding what your investment aims are. We can look at an appropriate strategy that's tailored to your needs.

Retirement Planning

As you get closer to retirement, you'll need to consider your options carefully to make sure you make an informed decision on how to make best use of your savings in retirement.

When it comes to planning for retirement, there are lots of things to consider.

Estate Planning

Passing on wealth to your loved ones can often form a large part of an investment strategy.

With the right advice and careful financial planning we can minimise the tax payable and help you avoid making the taxman your largest beneficiary.

Welcome to

Sheppard Financial Services

At Sheppard Financial, we guide clients on their financial journey through the various stages of life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals.

Such goals are rarely achieved by accident, more usually by design. We will create a plan for your journey that tries to anticipate and cater for key events along the way. We will keep working with you to review and refine your plan, ensuring it remains relevant as circumstances arise along the way.

We will work with you in the knowledge and belief that every individual client and business is unique. Priding ourselves on taking the time to understand our clients and tailor our advice regarding financial, investment and service solutions to match their needs and wants.

We offer financial advice to both individuals and business owners, taking our time to help them meet their financial needs.

Let us help you make sense of your options. Call us today on 0115 9400563, we'd love to hear from you.

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