Shepherd Independent Financial Advisers Limited

IFA Financial Advisers · Sheffield · Est. 2005

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Founded in 2005, Shepherd Independent Financial Advisers Limited has been active for 21 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

Sheffield accounts for 25 of the 1663 ifa financial advisers tracked on this index.

The FCA register lists the firm's permissions, including any pension transfer permission, and its current status.

IFAs advise across pensions, investments and retirement planning, with independence status disclosed in the firm's documents. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.

Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.

For pension transfers above the statutory threshold, confirm the firm holds the specific transfer permissions. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.

Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.

Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Shepherd Independent Financial Advisers Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.