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Financial Services

Investments, protection and pensions for you and your family, via Sheppards Financial Planning Ltd

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Sheppards Financial Planning Ltd will provide you with impartial advice in areas such as:

• Pension schemes;
• Life assurance;
• Critical illness cover;
• Private medical insurance and care plans;
• Individual savings accounts (ISAs);
• and Investments.

Sheppards Financial Planning Ltd is an Appointed Representative of Buckland Harvester Limited which is authorised and regulated by the Financial Services Authority.

Sheppards is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.