With various reasons for investing and a wealth of investment choices available today, Endeavour Financial Planning can help you to find the best options to suit you. Dependent on your personal circumstances, these can include tax wrappers such as NISAs, both Onshore and Offshore Investment Bonds, OEIC’s, National Savings, Unit Trust, Investment Trust, Cash deposits and Structured Products.
For both clients with new money to invest, possibly from an inheritance or property sale, and those with an existing portfolio wanting a review, we have an investment process to make your money work harder for you.
The key to managing wealth is holding a true understanding of risk. Here at Endeavour we are uniquely placed to understand the trade-off between risk and reward. At the very heart of wealth management is aligning personal capacity and tolerance with risk and reward to meet defined objectives.
Ultimately sensible investing in regulated collectives leads to sensible returns within sensible time frames.
The Endeavour Investment Process
- Understand your current position and overall objectives
- Tax Wrapper Selection
- Risk Management
- Asset Allocation and Diversification
- Recommendation and implementation
- Ongoing Management
Talk to us today and book a free, no-obligation meeting so we can get to know each other.
The value of units can fall as well as rise, and you may not get back all of your original investment
Testimonials
Chris has looked after our pension planning for nearly a decade now.
Thanks to his skill and judgement during this time our pension pot has really grown. We are very pleased with the results.
Graham & Julie
Chris was recommended to me by a close friend. I immediately warmed to him. He listened and explained everything in simple terms, brought my several pension pots together and pops over for a coffee and an update on their performance when I ask. Choosing the right adviser was important to me having read in the press about “rip off” companies. He has helped me to plan my retirement with good solid proper advice and monitors my fund on a day to day basis allowing me to enjoy retirement and spend my time walking my dogs and beekeeping. Thanks Chris
Rod Bromiley
As a result of trying to navigate and understand the complicated world of pensions and investments we were introduced to Chris Sheppard in 2011. With hindsight this has turned out to be those times in life when you look back and realise it was a ‘right place, right time’ moment. We feel Chris epitomises the true meaning of being an Independent Financial Advisor. His personable approach, listening skills and expert knowledge in his field allow us on an ongoing basis to decide on how to direct and manage our personal finances. We constantly ask many questions and inevitably Chris delivers numerous suggestions on the options available to us which are backed up by the latest legislation. A key factor, which has and continues to cement our trust in Chris, is the time he invests in developing the open and professional relationship to understand our circumstances. Nothing is too much trouble when we have a query as Chris is always available on the phone or email. He is a natural communicator who is able to translate the complex areas of the financial world into layman’s terms. This provides us with immense assurances that we are arriving at the correct conclusions. Without question, we would recommend Chris and his supporting staff at Endeavour Financial Planning Ltd, to anyone looking for quality financial advice.
Steve and Seema Wallis, Maidenhead
January 2021
