Peter Shepherd

Peter Shepherd Email and Phone Number

Helping small business owners and senior professionals maximise their finances @
Peter Shepherd's Location
London, England, United Kingdom, United Kingdom
Peter Shepherd's Contact Details

Peter Shepherd work email

Peter Shepherd personal email

n/a
About Peter Shepherd

Thank you for viewing my profile. I have spent over 23 years in the financial services industry. I run an IFA practice called Stockwell & Bentley Associates Limited.I specialise in investment and pensions and overall retirement planning helping clients achieve financial independence.Please feel free to connect with me on LinkedIn or drop me a line if you would like a no-obligation chat. I am also always looking to build relationships with fellow business professionals.When I'm not working, I enjoy running and playing golf.

Peter Shepherd's Current Company Details
Stockwell & Bentley Associates Limited

Stockwell & Bentley Associates Limited

Helping small business owners and senior professionals maximise their finances
Peter Shepherd Work Experience Details
  • Stockwell & Bentley Associates Limited
    Director
    Stockwell & Bentley Associates Limited Jan 2017 - Present
    Ickenham
  • First Choice Financial Management Ltd A Partner Practice Of St. James'S Place Wealth Management
    Director
    First Choice Financial Management Ltd A Partner Practice Of St. James'S Place Wealth Management Sep 1999 - Dec 2016
    Ub10 8Df
    St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Wealth Manager” by Shares Awards 2013. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

Peter Shepherd Skills

Wealth Management Retirement Planning Pensions Inheritance Tax Planning Wealth Critical Illness Financial Services Income Protection Wealth Management Services Mortgage Lending Finance Strategic Planning Life Insurance Employee Benefits Personal Finance Management

Peter Shepherd Education Details

Frequently Asked Questions about Peter Shepherd

What company does Peter Shepherd work for?

Peter Shepherd works for Stockwell & Bentley Associates Limited

What is Peter Shepherd's role at the current company?

Peter Shepherd's current role is Helping small business owners and senior professionals maximise their finances.

What is Peter Shepherd's email address?

Peter Shepherd's email address is pe****@****cfm.biz

What schools did Peter Shepherd attend?

Peter Shepherd attended University Of Brighton.

What are some of Peter Shepherd's interests?

Peter Shepherd has interest in Playing Golf.

What skills is Peter Shepherd known for?

Peter Shepherd has skills like Wealth Management, Retirement Planning, Pensions, Inheritance Tax Planning, Wealth, Critical Illness, Financial Services, Income Protection, Wealth Management Services, Mortgage Lending, Finance, Strategic Planning.

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