Testimonials

Paul has been our adviser for a number of years; we have always really appreciated how he listens to and understands our priorities and takes the time to explain and explore options really clearly.

This has been especially important to me over the last two years as I started thinking about retirement, having worked in HE for over 30 years. I can honestly say that Paul has made this big life change so much easier for me. He and his team took on the responsibility for gathering information from my employer and pension provider and met with me regularly to discuss and advise on retirement plans and income. He was always on hand to answer any question that I had as I started thinking about and subsequently looking forward to the reality of retiring.

Alice Oxholm, Sheffield – March 2023

 

We moved our business and personal financial affairs to Shepherd Independent Financial Advisers in 2020, having had a rather poor experience for a number of years with another company. As a result of this, we needed to have a high level of confidence in the company we were moving to, in order to avoid replication of the problems we had encountered previously.

Our initial meetings with Paul Shepherd were thorough and reassuring and gave us the confidence to follow his recommendations. All dialogue of face to face or telephone meeting are recorded thoroughly with clear action points highlighted which has been helpful to ensure decisions are not lost.

It has been refreshing to find communications (mostly) sent through a digital platform rather than being bombarded by weighty. Branded stationery and brochures. The service is personal and responsive (and, dare I say it, enjoyable?) and I would recommend Shepherd Independent Financial Advisers wholeheartedly.

Paul Hattam, Sheffield – April 2023