Shepherds
Financial Group Company Information
About
The Shepherds Financial Group Company
Shepherds is an innovative leader in TEP buying and technology,
being the first to buy policies over the phone and online, and the
only company to produce an offer immediately. They were the first
to identify the value of and purchase unitised with-profit TEPs.
Whether
it's buying endowment policies or selling their specialised portfolios
(TEP plans), Shepherds has the know-how.
The
Shepherds Group consists of the following companies:
Shepherds
(Endowments) Limited (SEL)
acts as a principal in the buying and selling of policies and acts
as the stockholder for the group. It does not buy from or sell to
the general public. Shepherds' plans are available to members of
the public through financial advisers who, in the UK, are regulated
by the Financial Services Authority (FSA).
Shepherds
(Financial) Limited (SFL)
administers plans, arranges loans and builds the plan portfolios
with the relevant TEPs. It is regulated by the Financial Services
Authority.
Shepherds
Traded Endowment Policies Limited (STEP)
sources the policies for purchase by SEL and is an appointed representative
of SFL.
Shepherds
Investments Limited (SIL)
the appointed manager of the Fund. Has been appointed by the Fund
to manage the investments of the Fund and to carry on it's general
administration.
Shepherds
Select Funds Limited (SSFL)
based in the Isle of Man, this Open Ended Investment Company builds
on Shepherds’ TEP credentials to provide a unique and extremely
attractive investment portfolio. The Experienced Investor Fund brings
together Traded Life Policies (TLP) and Traded Endowment Policies
(TEP) to provide offshore investors with a low risk investment that
delivers steady capital growth and high returns in both sterling
and dollars.
Shepherds (Financial) Ltd are regulated by the Financial Services
Authority.
Valiant
House
4 - 10 Heneage Lane
London
EC3A 5DQ
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