Independent Financial Adviser
More information

Qualifications

DipPFS
CeMAP

Location

Based in: 
Saffron Walden
Covers: 
Cambridgeshire
Hertfordshire
Norfolk

Richard Shepherd

About me

I have over 40 years' experience as a financial adviser and have spent the last 10 years specialising in providing financial advice to private wealth clients.

I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term.

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more