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Terms of Business

Terms of Business

Our Client Agreement and information about our services and costs will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

This will normally take place at the first meeting.

Sheppard Financial Services is a trading style of Roger Graham Sheppard. Sheppard Financial Services is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk).
Financial Services Register No: 446732.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.

IFA Web Pro ©

0115 9400563  9am - 5pm, Mon-Fri
roger@sheppardfs.co.uk

Registered Address:
Kestrel Business Centre,
Unit F7a Private Road
No 2 Colwick
Nottingham NG4 2JR