Business Details
10 Years
experience
Trusted Financial Advisers for Pensions and Investment Planning
Established in 2016, we are an independent financial advice firm specialising in pensions and investments. Our mission is to provide clear, impartial financial guidance tailored to individual circumstances, helping clients navigate long-term financial planning while addressing life's uncertainties. With expertise in wealth management, tax and trust planning, and retirement strategies, we operate under a best advice principle, offering a friendly and transparent service. As part of The On-Line Partnership Limited, backed by Russell Investments, we manage nearly 100 million in funds and serve corporate clients, directors, contractors, and individuals approaching retirement.Our process begins with a no-obligation initial meeting to understand client needs, followed by comprehensive financial analysis and ongoing portfolio management. We prioritise risk management, asset diversification, and regulatory compliance, ensuring clients receive tailored solutions aligned with their financial objectives.
Services
Wealth Management
Tax and Trust Planning
Pensions and Retirement
Directors and Contractors
Protection
Details
- Year established: 2016
Highlights and features
- We offer over a decade of experience in pension consolidation and investment growth.
- Our transparent process includes a free initial consultation with no obligation.
- We provide ongoing portfolio reviews to adapt to changing financial circumstances.
- Our team holds advanced qualifications in tax-efficient financial planning.
- We combine personal service with access to 200 billion in institutional resources.
Associations and certifications
- Financial Conduct Authority
What people say
Pension pot has really grown
Expert knowledge
Personalised service
Proactive approach
Trust in advice
Services
Wealth Management
Our wealth management service helps clients grow and preserve assets through diversified investment strategies. We offer access to tax-efficient wrappers like ISAs and offshore bonds, tailored to individual risk profiles. With expertise in regulated collectives and structured products, we create portfolios designed for long-term growth while balancing risk and reward.
Tax and Trust Planning
We specialise in minimising inheritance tax liabilities through bespoke trust arrangements and estate planning. Our team collaborates with legal professionals to establish trusts that protect assets and ensure smooth wealth transfer. While not FCA-regulated, our advice focuses on compliance with current tax legislation and future-proofing client legacies.
Pensions and Retirement
We provide comprehensive pension reviews and retirement cash flow modelling. Our services include consolidating existing pensions, advising on annuities or flexible drawdown options, and creating tax-efficient retirement income strategies. We regularly monitor investments to ensure alignment with evolving retirement goals and market conditions.
Directors and Contractors
Tailored financial planning for limited company directors and contractors, addressing unique challenges like income volatility and tax efficiency. We offer pension solutions, protection strategies, and investment vehicles designed to complement self-employed status while ensuring compliance with HMRC regulations.
Protection Planning
We help safeguard clients' financial security through life insurance, critical illness cover, and income protection policies. Our independent advice covers market-leading products to protect families and businesses against unforeseen circumstances, ensuring financial obligations remain manageable during difficult times.
People
Chris Sheppard
Financial Planner
With over a decade of experience, Chris specialises in pension consolidation and retirement planning. He holds advanced qualifications in financial advice and has helped clients grow their pension pots through strategic investments. Known for his clear communication and proactive approach, he maintains ongoing relationships with clients to adapt strategies as needed.
Questions
What pension planning services do you offer?
We provide comprehensive pension reviews, retirement cash flow modelling, and tax-efficient income strategies. Our services include consolidating existing pensions and advising on annuities or flexible drawdown options.
Do you work with self-employed contractors?
Yes, we specialise in financial planning for limited company directors and contractors, offering tailored pension solutions, protection strategies, and tax-efficient investment vehicles.
How are investment decisions made?
We follow a structured process including risk assessment, asset allocation, and ongoing portfolio management. Our recommendations consider market conditions and individual client objectives while maintaining regulatory compliance.
What protection options are available?
We offer life insurance, critical illness cover, income protection, and unemployment policies to safeguard against financial risks, tailored to individual and family needs.
How much does financial advice cost?
We provide a free initial consultation. Our fees are transparent and discussed upfront, with options for one-off advice or ongoing portfolio management services.
Are your financial planning services regulated?
Yes, we are an appointed representative of The On-Line Partnership Limited, authorised and regulated by the Financial Conduct Authority for financial advice services.
Reviews (6)
Nneka Favour
Dec 23, 2021
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Elvis Chinedu
Dec 23, 2021
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Dave Clifton
Nov 24, 2021
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Positive:Value
Fantastic and professional company who were both approachable and easy to talk too. They helped both build up my retirement pot and talked over the options allowing me to retire with peace of mind. They still look after our investments whilst were off enjoying ourselves! Thanks guys
Fantastic and professional company who were both approachable and easy to talk too. They helped both build up my retirement pot and talked over the options allowing me to retire with peace of mind. They still look after our investments whilst were off enjoying ourselves! Thanks guys
Dave Johnson
Dec 12, 2020
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I was referred to Endeavour and Chris through a friend. Chris was very professional and knowledgeable when it came to consolidating my pensions and advising on the best product for my situation at the time. Everyone at the company is always a pleasure to deal with and would highly recommend Endeavour to anyone looking for independent financial advice.
Chris
Nov 12, 2020
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Found Endeavour Financial Planning via google and upon the (free) initial meeting I found Chris to be extremely approachable and knowledgeable independent financial advisor. Having access to a range of funds across the whole of the market we were able to determine the best products for my situation so looking forward to seeing the returns from his ongoing management
Dave Rodrey
Aug 18, 2020
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Very welcoming, easy to talk to and thoroughly profession. Highly recommended financial advisor who has looked after my portfolio of investments for several years.
