We're only as good as our customers say we are...

Dear Paul

Whether we like it or not, seeking financial advice has become a necessity of modern life and there is no shortage of those willing to advise. But how do you choose from the many alternative sources available? How can you ensure that you receive well-informed advice?

Some of us are fortunate to have family members, friends or colleagues who are knowledgeable on financial matters and who are willing to pass on information and advice, based upon their own experiences. But what happens when this course of action seems to be inadequate for our particular needs? When we begin to plan for the future, it is important, not only to receive sound relevant guidance, but also to be able to communicate our aims, preferences and financial objectives to those giving advice. In order to do this successfully, you need someone who is prepared to listen to what you want, but who will point out any shortcomings in your suggestions and then go on to propose how these may be overcome. They need to act in your interest and not simply advise you on the basis of obtaining the highest commission for themselves. It is also essential that they keep an on-going eye on your investments and keep you informed.

I have been fortunate to find a company who seem to provide, not only the services I need, but do so in such a way that I feel that I am receiving a ‘personal’ service. When I make contact with them, I receive an immediate response. I am not asked to explain why I am calling or to ring back later! If the person that I wish to speak to is not available, I receive a return call as soon as can be reasonably expected. When I seek advice, I have confidence in those giving it. Shepherd Independent Financial Advisers Ltd have all the qualities I seek. In short, they provide a truly professional service. I look forward to a long and fruitful association with them.

Mr. A Marsh, Doncaster

Dear Paul

In my dealings with Paul I have been impressed with his professionalism and his obvious dedication to his clients. It is clear that he puts their interests above his own. For an IFA practice to deliver a quality service to clients it must have in place efficient systems and processes. I have seen these at first hand; furthermore Paul runs a happy team – a not so obvious but nevertheless vital component for client satisfaction. I have no hesitation in recommending Paul’s practice.

Julian Crooks, ex Certified Financial Planner and ex Board member of The Institute of Financial Planning

The recent simplification to pension scheme legislation meant that as a trustee and Chief Executive of a sponsoring employer, I needed to look at our existing scheme. For many reasons we knew that we needed to appoint a new IFA and, we wanted one who was able to explain clearly how legislation affected us and could steer us through the changes. Shepherd Independent Financial Advisers Ltd were recommended to us and since their appointment, Paul has met with me and my staff, offered advice and knowledge on a subject that often is clouded in mystery and, we have all benefited from his expertise, delivered in a clear and friendly manner. We would have no hesitation in recommending Paul’s services to others.

Stephen Prince, Chief Executive of Public Sector Consultants

Dear Paul

We felt we wanted to write to you to say how pleased we have been since employing the services of Shepherd Independent Financial Advisers Ltd.

As we explained to you, we have had some bad experiences with other advisers in the past, but are finding it refreshing and reassuring to deal with a company with an honest and professional approach in their dealings with us.

You really listened to what we wanted to achieve from our portfolio, and discussed the suggestions fully, in a manner that we could understand. We look forward to using the services of Shepherd Independent Financial Advisers Ltd for a long time to come

Yours Sincerely

Helen and Graeme Crawford, York

 

Dear Paul

Just a few lines to express my appreciation, to both you and your team, for the excellent professional advice and assistance given to me during the last three years.

As a result of your financial expertise, application, and commitment, you chose and facilitated prompt payment of my deferred HSBC Pension, which has been accruing in value for over twenty years.

Furthermore, acting on your advice, I enrolled in my employer’s ‘AXA’ Stakeholder Scheme thereby deriving the entire benefits of tax relief concessions. This will augment my Abbey National Pension Plan, which after consolidation will yield the most lucrative annuity available through the ‘Open Market Option’.

As an additional favour to me, my sincere thanks also for ensuring that I will receive my correct State Retirement Pension Amount when due.

I would unreservedly accord your company the highest possible recommendation to anyone requiring a diverse range of financial products, as I know that they would receive sound advice based on many years of experience in the financial services sector.

Once again I reiterate my gratitude to you and your dedicated team of professional advisers, for all you have accomplished on my behalf. Your personal interest and friendly approach is greatly appreciated.

I will certainly keep in touch and recommend your comprehensive range of services to my associates.

Meanwhile, wishing you every success for the future,

Yours Sincerely

John F. Kirkham, Sheffield

 

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