Bill Shepherd - Pennymatters

Independent Financial Adviser  2B The Courtyard, Wisley, Surrey, GU23 6QL
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FCA authorised
Last authorised 26th October 2020
For a straight forward conversation about any financial plans you have and how to best arrange them, contact me.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pensions & retirement planning
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Pensions review
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Unit trusts
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Lump sum
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Regular savings
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Bill Shepherd
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

2B The Courtyard, Wisley Lane, Wisley, Surrey, GU23 6QL

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