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Financial Newsletters

These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.

Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.


Winter 2025-2026 Newsletter for our Financial Advisers

Newsletter Winter 2025-2026

“How prepared are you for retirement?”

It’s important to look ahead leading up to your retirement. It can be an exciting time, especially if it means you will be able to do the things you enjoy without worrying about affordability.

Autumn 2025 Newsletter for our Financial Advisers

Newsletter Autumn 2025

“Latest figures show a change in the cost of retirement”

It’s less for a minimum retirement, a little more for a comfortable one.

Newsletter for our Financial Advisers

Newsletter Summer 2025

“£31.1 billion of lost pensions ”

There is an estimated £31.1 billion worth of lost pensions. Make sure none of your pensions fall into this category.

Winter 2023-2024 Newsletter for our Financial Advisers

Newsletter Spring 2025

“Providing a helping hand”

Young people are finding it increasingly difficult to both buy their first home and save. They are increasingly reliant on help from family members.

There are many ways you can support them.

Sheppard Financial Services is a trading style of Roger Graham Sheppard. Sheppard Financial Services is authorised and regulated by the Financial Conduct Authority (register.fca.org.uk).
Financial Services Register No: 446732.

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.

IFA Web Pro ©

0115 9400563  9am - 5pm, Mon-Fri
roger@sheppardfs.co.uk

Registered Address:
Kestrel Business Centre,
Unit F7a Private Road
No 2 Colwick
Nottingham NG4 2JR