Independent Financial Adviser
More information

Qualifications

DipPFS
Cert CII (MP&ER)

Location

Based in: 
Letchworth
Covers: 
Cambridgeshire
Bedfordshire
Hertfordshire

Simon Shepherd

About me

I am qualified to advise on all areas of financial planning, allowing me to assist clients with their investments, pensions, protection, mortgages, equity release and estate planning needs.

As an independent financial adviser I offer whole of market advice. 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