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Financial Advisors

Shepherd Independent Financial Advisers Ltd

Shepherd Independent Financial Advisers Ltd is a financial services company based in Sheffield, England. Their team of experienced financial advisors provides expert advice to clients on a range of financial matters. With a focus on personalized service, Shepherd Independent Financial Advisers Ltd works closely with clients to develop tailored financial plans that meet their unique needs and goals. Whether it's retirement planning, investment management, or estate planning, Shepherd Independent Financial Advisers Ltd is committed to helping clients achieve financial success.

Introduction to Shepherd Independent Financial Advisers Ltd

Shepherd Independent Financial Advisers Ltd has been providing financial services for over 30 years. The company was founded on the principle of delivering independent and unbiased advice to their clients. What sets them apart from other financial advisors is their commitment to building long-term relationships with their clients, providing personalized advice, and tailoring solutions to meet individual needs.

Services & Products

Shepherd Independent Financial Advisers Ltd offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance and mortgages. Their team of experienced advisors works closely with clients to understand their financial goals and provide customized solutions to help them achieve those goals.

Location

Located in the Bents Green area of Sheffield, Shepherd Independent Financial Advisers Ltd is situated in a quiet and peaceful neighborhood. This area is known for its affluent population and is home to many other financial and professional services businesses. The nearest public transportation options are the bus stops on Ringinglow Road, which are just a few minutes' walk away from the office.

Benefits

Shepherd Independent Financial Advisers Ltd is a trusted and reliable partner for all financial planning needs. They have a team of experts with years of experience providing personalized financial advice to clients. With their commitment to delivering unbiased advice and building long-term relationships, clients can be confident that they are receiving the best possible service.

Good to Know

Clients should be aware that Shepherd Independent Financial Advisers Ltd is an independent financial advisor, which means they are not tied to any particular financial institution. This allows them to provide unbiased advice and offer a wide range of financial products and services to their clients.

Reviews

Clients have praised Shepherd Independent Financial Advisers Ltd for their professionalism, expertise, and personalized service. Many have noted that the team takes the time to understand their unique financial situation and provides customized solutions to help them achieve their goals. Overall, clients have been very satisfied with the service provided by Shepherd Independent Financial Advisers Ltd.

Amenities

  • amenity
    complimentary consultation
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    online services
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    retirement planning
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    investment advice
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    tax planning
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    insurance services
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    financial planning
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    wealth management
  • amenity
    estate planning
  • amenity
    debt management

FAQ

What experience does your company have in providing financial advice?

At Shepherd Independent Financial Advisers Ltd, we have years of experience in providing financial advice to our clients. Our team of experts has extensive knowledge and expertise in the financial industry, and we strive to provide our clients with the best possible advice tailored to their individual needs.

What are the fees for your financial advisory services?

We offer a range of financial advisory services, and our fees vary depending on the complexity of the advice required. We believe in transparency, and we always provide our clients with a clear breakdown of our fees before we begin any work.

What types of financial products do you offer?

We offer a wide range of financial products, including pension plans, investment plans, savings plans, and insurance products. Our team of experts will work with you to understand your financial goals and provide you with tailored advice on the best products to help you achieve those goals.

How do you determine the best financial strategy for your clients?

To determine the best financial strategy for our clients, we take the time to understand their individual needs, goals, and risk tolerance. We then analyze their financial situation and provide them with a range of options that are tailored to their specific needs. We believe in taking a holistic approach to financial planning, and we work with our clients to develop a plan that will help them achieve their long-term financial goals.

Can you provide references from satisfied clients?

Absolutely. We have many satisfied clients who have benefited from our financial advisory services, and we would be happy to provide references upon request. We believe in building long-term relationships with our clients, and our commitment to providing the highest level of service is reflected in the positive feedback we receive from our clients.