We're an experienced team providing in-depth financial advice in Sheffield and the local area, to find out more, get in touch. Financial planning isn't just about buying a product or a policy; it's about making the right choices for your money and your future.
If you're looking for independent financial advice, and would like to work with an adviser who is highly knowledgeable, experienced, friendly and approachable, someone who can help you successfully navigate the often-confusing world of financial services, we can help.With interest rates currently low, being a keen saver isn't on its own likely to be enough to secure your financial future.
If you're looking for independent financial advice, and would like to work with an adviser who is highly knowledgeable, experienced, friendly and approachable, someone who can help you successfully navigate the often-confusing world of financial services, we can help.With interest rates currently low, being a keen saver isn't on its own likely to be enough to secure your financial future.
Services
Most clients are company directors, members of the professions or private investors, although many are entrepreneurs, some are very cautious investors. Most plan to be financially dependent and want their families to be secure in the event of death or disablement.
They want to minimise their tax liability and have a good understanding of living with a strong capital base, high income and sufficient quality time to enjoy the fruits of their labour.Established in 2005 with years of financial services experience, Shepherd Independent Financial Advisers assist both personal and corporate clients in meeting their financial planning objectives.
They want to minimise their tax liability and have a good understanding of living with a strong capital base, high income and sufficient quality time to enjoy the fruits of their labour.Established in 2005 with years of financial services experience, Shepherd Independent Financial Advisers assist both personal and corporate clients in meeting their financial planning objectives.
With interest rates currently low, being a keen saver isn't on its own likely to be enough to secure your financial future. If you were to put all your money into a savings account, you'd find that its longer-term value would be eroded by inflation. This means that as each year passes, your money buys less.
Right now, retirement might seem a very long way off, but it's never too early to think about your pension. Ideally, we should all start planning for it from the day we start work. No-one wants to worry about money in their later years, and the way to help prevent that happening is to save regularly into a pension throughout your working life.
With property prices having risen over the last few years, you don't have to be hugely wealthy to be affected by Inheritance Tax (IHT). More families are calculating the value of their estates and finding they have a greater liability than they'd thought. However, the good news is that expert planning can legitimately reduce the tax payable, allowing you to pass on more of your assets to your family as you'd intended.
The good news is that we're all living longer, which means that those reaching 65 today might easily expect to spend around 20 years in retirement. However, if you're hoping to enjoy your later years, then getting the right financial advice has never been more important. Ensuring that pension pots are used wisely and continue to provide for changing financial needs will be a major concern for many.
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