Client Testimonials

"We count ourselves lucky to have met Philip.  Our initial impression was that of an extremely cheerful, confident and polite young man.  Nearly twenty years later, he remains cheerful, confident and polite and knows us at least as well as we know ourselves!

From time-to-time Phil consults us about our aims and investments; tries and almost succeeds in convincing us that we understand the technicalities pertaining to his advice.  Needless to say, we nearly always agree with that advice, backed up as it is with a vast amount of statistical history/forecasting information.  His fingers keep our pulse-rate under control just as they constantly monitor global markets and matters causing or likely to cause changes to them..

We have decided to stop worrying about our personal finances and to let Phil worry about them instead, secure in the knowledge that he is expanding his business on firm foundations and gathering about him a team of similarly bright, cheerful, confident and polite young people. "

 Tony & Vera Hassall (two old members of Phil Sheppard's flock). 

 

 

 
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Schaefer Financial Management Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

Burns Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

Schaefer Financial Management Ltd. Registered Office Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS. Registered in England No. 04596404