Shepherd Independent Financial Advisers Limited
aka Shepherd Independent Financial Advisers Limited
About
We re an experienced team providing in-depth financial advice in Sheffield and the local area, to find out more, get in touch. Financial planning isn t just about buying a product or a policy; it s about making the right choices for your money and your future. If you need help making your financial goals a reality, we re here to help.
Source: shepherd4advice.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 958848
- Status
- Authorised
- Date Authorised
- 1 February 2022
- Years Authorised
- 4 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05341435
- Company Status
- Active
- Incorporation Date
- 25 January 2005
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 65110, 65300
Team (2)
Paul Andrew Shepherd
ApprovedCertifiedJohn Richard James
No longer required
Google Reviews
1 review on Google
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Quick Facts
- South Yorkshire, Yorkshire and The Humber
- 4 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 05341435
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.