Welcome to Schaefer Financial
How have your investments fared since October 2007?
Schaefer also got the markets right from 2007 and our Wealth Management Service© clients have made solid investment growth since 2007 and also made gains in 2008 when few others did.
Have a look at our typical investment performance from October 2007 to date, simply CLICK HERE to see a chart.
Go to our dedicated Financial Crisis Webpage for more information.
Welcome and thank you for visiting our website.
The fact that you are reading this means that you are looking for something – perhaps financial wealth planning and/or investment fund management. What can we offer you?
1. Solid Technical Advice
- We are one of the few firms of Chartered Financial Planners (353 in total**) in the UK, and one of an even smaller number operating in Devon, Somerset and the West Country
- Phil Sheppard is a Charted Financial Planner as well as being one of only a handful to be offered the Fellowship of the Personal Finance Society (711in total**)
** Source: Personal Finance Society – 14 July 2011
2. Quality Investment Management
3. Fee Based Financial Advice
- There is no smoke and mirrors with our fee structure, no hidden commissions
- We listen to your objectives, agree the work to be done and set a fixed fee specific to your work; you only go ahead if you are entirely happy with the proposed work and the cost
We believe that financial decisions need to be made with knowledge and understanding. Our job is to establish your financial priorities and objectives, use our knowledge and skills to identify the right course of action and recommend suitable financial products, then present this in an understandable format so that you can make the right choices.
The aim of this website is to help you understand how we work and introduce our range of investment and financial planning services. You can then decide if you would like to talk further or arrange an initial meeting.