Jacques Sheppard

How can you boost your pension pot?

In the UK, there’s an estimated £26.6bn¹ in lost or forgotten pensions. That means the average UK worker is missing as much as £28k² from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.

As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.

If that sounds good to you, please get in touch.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.

¹Source: https://www.ftadviser.com/pensions/2023/10/26/one-in-20-savers-could-be-missing-out-on-lost-pensions/

² Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions

It is my belief that financial freedom creates a better world around us. When we are financially free, we gain the confidence to pursue opportunities that we might otherwise avoid. This could mean building a business, transitioning into a new career, or simply having the extra funds to invest in something that enhances life. The possibilities are limitless, but the fact remains; when people are not held back by financial worries, their time and money become unlocked. This enables them to be more generous, spend more time with their families, build communities, and create opportunities for themselves and others. This belief drives my passion for helping clients and providing a service that I truly believe is a force for good in the world.

I came to financial planning after spending 13 years of service as a Combat Medic in the British Army. This experience provided me with a unique perspective on what it takes to achieve success. Working alongside dedicated, intelligent individuals, I learned the importance of discipline, adaptability, and resilience. These values have shaped my approach to financial planning, where I combine meticulous preparation with the ability to adjust to life’s inevitable changes. As a medic, I also developed a deep understanding of human behaviour and empathy - skills I now use to connect with clients on a personal level, understanding their needs, aspirations, and challenges.

My focus is on building strong, lasting relationships with my clients, where their success is my success. I am committed to providing the support and guidance they need to achieve their financial goals.

Outside of work, you will often find me on a tennis court or in the kitchen experimenting with Asian inspired dishes. I live in Ewell and advise clients in various districts and boroughs of Surrey and surrounding areas.