Stephen Sheppard

What were the circumstances that caused you to initially look for an adviser?

I had some investments that I needed professional help with.

How has Stephen Sheppard helped you?

Immensely. He is extremely knowledgeable. If there is by chance something specialist he doesn’t know the answer to he will find out swiftly and let me know.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of anything.

What were the circumstances that caused you to initially look for an adviser?

I felt a need to review my finances.

How has Stephen Sheppard helped you?

Stephen has listened to and fully understood my requests and with those in mind, has provided sound advice. Following that advice has proved to be fruitful.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

The investments I had were not performing well

How has Stephen Sheppard helped you?

I have face to face meetings with Stephen and his annual review demonstrates how well he has listened to my circumstances and needs. He always has time to explain anything I have not understood and his friendly and reassuring manner helps me to feel my money is in safe hands

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have no criticism

What were the circumstances that caused you to initially look for an adviser?

Transferred company pension to a private pension after redundancy.

How has Stephen Sheppard helped you?

Keeps me informed of how my pension is doing and where it going

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Be more helpful if I every want to take money out of my pot

Please provide a brief comment about your experience with Stephen

Stephen has been very reassuring right from the start. He certainly knows his profession. I would thoroughly recommend Stephen.