Amy Shepherd Financial Planning / Financial Advisor

Welcome to Amy Shepherd Financial Planning LTD. We provide the highest standard of face to face financial planning advice, tailored to the needs of individuals and families.

Our goal is to help our clients fulfil their hopes, dreams and aspirations, whilst helping to put them in the best financial position for their long term future.

We pride ourselves on providing excellent client service whilst building long standing relationships to ensure that your financial plans are kept up to date.

Our areas of specialisms are:

  • Investment planning
  • Retirement planning
  • Income generation
  • Inheritance tax planning
  • Personal protection (life cover and critical illness)

Please get in touch for more information.

* Recommendations and Reviews

* Referencing carried out independently by Epsom and Ewell Families

  1. “Amy Shepherd is a financial adviser who has been helping me with my pension. She is fantastic. She creates an air of wanting to help, has excellent communication skills, is very professional and knows her stuff.
    Amy clearly has the experience and skill to offer her clients the best service with clear helpful jargon free communication.”

    – Victoria Brookbank, Surbiton

  2. “Amy reviewed my investments and pension. She gave a really personal service with clear explanations and a choice of options. The pro’s and con’s were discussed and a final option given that suited me.

    I found Amy to be professional, engaging and personable. She was also flexible with meeting times and locations.”

    – Andrew Johnson, Cheam

  3. “Amy has been a great help in giving us advice on my husband’s pension. She came to our house when it was convenient for us, answered all of our questions and gave us information in a simple straight-forward way. She really went the extra mile to make sure we understood our options and to help us make the right choice.

    Amy is also really friendly and down to earth. She has a bubbly personality but remained professional at all times. Her after care is also fantastic. I would absolutely recommend her.”

    – Annette Rogers

Epsom and Ewell Families and it's affiliates accept no liability for any subsequent losses or damage as a result of using any of the services / products advertised. Any opinion’s are our own and reviewers and visitors are expected to fulfil their own due diligence before engaging with a service.