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.