Bill Shepherd - Pennymatters
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pensions review
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Mortgages
- Buy to let
- Buying first home
- Equity release
- Next home / Remortgaging
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Brooklands Park, Wellington Way, weybridge, KT13 0TT
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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