Bill Shepherd - Pennymatters
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Business
- Corporate pension
- Employee benefits
- Group pensions
- Group protection
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- ISAs
- Unit trusts
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Remortgage
- Residential
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pensions & retirement planning
- Pensions review
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Insurance & protection
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Capital gains tax
- Estate planning
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Long term care
- Long term care
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 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.
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