Bill Shepherd - Pennymatters

Independent Financial Adviser Brooklands Park, Wellington Way, weybridge, KT13 0TT
FCA verified
15th July 2019
For a straight forward conversation about any financial plans you have and how to best arrange them, contact me.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pensions review
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Bill Shepherd
Where to find us

Brooklands Park, Wellington Way, weybridge, KT13 0TT

About us

Pennymatters Ltd offer a modern approach to Independent Financial Advice. The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost and thus enhance the client experience. We make sure we take the time to understand your needs, goals, preferences and consider how your financial plans will fit in with your lifetime goals.

Our services

Our first meeting will be for an open discussion to establish your true financial needs and how we can work together. Pennymatters has been built based on honesty, reliability and an excellent service. A bespoke service for all our clients is central to the Pennymatters ethos.
We have literally hundreds of years of financial services experience in the company, 30 of which are my own. This provides you with access you to a wealth of knowledge and the confidence that we will find the result that suits your needs.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Pennymatters Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 530681

Registered office: Pennymatters Ltd, Building 329, Doncastle Road, Bracknell, Berkshire RG12 8PE. Registered in England and Wales Number: 07331832

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