Shepherd Financial Services Ltd
Financial Services - Ipswich, England, United Kingdom
Shepherd Financial Services Ltd Employees
Shepherd Financial Services Ltd Details
At Shepherd Financial Services Ltd, it is our philosophy to build strong, trusted and long lasting relationships with our clients and provide them with peace of mind regarding their personal financial affairs both now and in the future. We recognise that finances are personal and extremely important to everyone and therefore the service and advice we provide is bespoke to each client's individual needs and objectives. As a Senior Partner Practice of St. James's Place Wealth Management, we have access to a wealth of knowledge and experience and with the support of other trusted professionals in our network, we aim to help you reach your own financial security and that of your loved ones.From our main office in Westerfield, Ipswich, our dedicated advisers provide high quality advice to both individuals and businesses throughout East Anglia advising them on a comprehensive range of wealth management solutions including Investment & Retirement Planning, Trust & Estate Planning, Later Life Planning and Protection Planning. Call us on 01473 252139 to speak to Peter, Sylvie or George regarding your own financial goals & objectives and find out more about how they can help you realise your goals & objectives both now and into the future.Trusts are not regulated by the Financial Conduct Authority.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc. (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title ‘Partner Practice' is the marketing term used to describe St. James's Place representatives.
