Shepherd Financial Services Ltd - Ipswich

Shepherd Financial Services Ltd: A Comprehensive Overview

Shepherd Financial Services Ltd is a reputable financial services firm located in Ipswich, United Kingdom. Established to provide exceptional financial planning, consulting, and investment services, they have been serving clients with dedication and expertise since their inception. With a strong focus on mortgages and financial planning, they have become a trusted name in the industry.

Address: Westerfield Business Center, Main Rd, Ipswich IP6 9AB, United Kingdom

Phone: 1473252139

Website: shepherdfinancialservices.co.uk

Specialties: Financial planner, Financial consultant, Investment service, Mortgage broker

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended

Opinions: This company has 0 reviews on Google My Business.

Average opinion: 0/5.

Servicing both individuals and businesses, Shepherd Financial Services Ltd offers personalized solutions tailored to each client's unique financial needs. Their team of experienced professionals works closely with clients to develop and implement strategies that help them achieve their financial goals. The company prides itself on its commitment to building long-term relationships with clients, based on trust and mutual understanding.

Financial Planning: Shepherd Financial Services Ltd assists clients in creating comprehensive financial plans that cover various aspects of their financial lives, including investments, retirement planning, tax planning, and estate planning. Their financial planners work with clients to identify their short-term and long-term goals and develop strategies to help them achieve those goals.

Investment Services: The company offers a wide range of investment services, including portfolio management, investment advice, and wealth management. Their team of investment professionals conducts thorough research and analysis to identify the best investment opportunities for their clients, ensuring that their clients' investments are aligned with their financial goals and risk tolerance.

Mortgage Services: Shepherd Financial Services Ltd has a team of experienced mortgage brokers who work with clients to find the best mortgage solutions for their unique situations. They offer a variety of mortgage products from different lenders, allowing clients to choose the option that best suits their needs and financial capabilities.

In addition to their primary services, Shepherd Financial Services Ltd also provides general financial advice and guidance to help clients make informed decisions about their money. Their commitment to excellence and personalized service has earned them a strong reputation in the financial services industry.