FCA verified
13th November 2017

Bill Shepherd - Pennymatters

Independent Financial Adviser Brooklands Park, Wellington Way, weybridge, KT13 0TT
For a straight forward conversation about any financial plans you have and how to best arrange them, contact me.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pensions & retirement planning
    • Pensions review
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
Bill Shepherd
Where to find us
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
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

Similar advisers near you

Independent Financial Adviser 1.14 mi
Specialising in pre & post retirement planning using evidence based, low risk investment strategies that work.
 
Independent Financial Adviser 1.37 mi
Our overriding goal and purpose is to help clients clearly understand their financial goals
 
Independent Financial Adviser 1.48 mi
We offer an award winning Wealth Management Service focussing on goal based financial planning bespoke to your needs.
 
Independent Financial Adviser 1.62 mi
We are a welcoming and efficient firm of Independent Financial Advisers with offices in Weybridge, Uxbridge, Bracknell and Sunninghill.