Directors and Contractors

At Endeavour Financial Planning we have extensive knowledge and experience in dealing with both Limited Company Directors and Contract workers. We understand the additional challenges and needs you face and as such can offer expertly tailored, independent financial advice across whole of market to make sure you’re doing all of the right things in your financial planning. We will provide you with a flexible plan to protect and complement your employment status.

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Here is an overview of the process we follow:

The Advice Process

1 Contact

We have an initial conversation or exchange of emails to establish your requirements. At this stage we will send you our welcome pack and arrange a convenient time for an initial meeting.

The first meeting is at our expense (so without charge) and without any obligation. It will typically last one hour and is a good opportunity for us to ask you lots of questions about your objectives and to explain our fees and services.

2 Advice

On your agreement, we then begin the process of gathering detailed information about your existing financial arrangements, including pension benefits and investment plans. Further information may be required regarding your objectives at this stage. We will then contact any existing providers you may have to gather information about your policies. Once this information has arrived from the different sources, we discuss the direction and construction of your report. We complete our analysis and research before writing your report, and this report is sent to you ahead of a second meeting.

At our second meeting we use the report as an agenda, discuss all of your options and present our recommendations for action. We encourage our clients to ask us lots of questions at this meeting. During this meeting we agree on a suitable course of action.

3 Implementation of the advice

We take responsibility for completing any paperwork required for the implementation of the agreed course of action. We monitor the provider or investment manager to ensure the speedy completion of your applications. On receipt of policy documents, we check these for accuracy and then forward them to you for safe keeping where required.

4 Review

In many cases, we offer an ongoing review service to our clients. Depending upon the level of service you choose, we will provide as a minimum a formal meeting once a year supported by a portfolio valuation and circumstance review. This regular review meeting is an opportunity to monitor progress towards your financial objectives, reassess your attitude towards investment risk and rebalance the asset allocation of your investments.

You can contact your Financial Planner and the support team at any time during the year to discuss any questions you might have, request updated valuations or discuss any aspect of your financial planning.

Contact us today to discuss your needs, and to arrange your no-obligation meeting.


After searching for many years to find a financial consultant to work regularly with we were introduced to Chris Sheppard at Endeavour, We have worked closely with Chris for a number of years on all of our pensions and investment schemes, both personal and commercial.

Chris has a huge wealth of knowledge, experience and a good moral compass, we enjoy working with him because he takes time to understand our individual needs for each project, communicates extremely well and always provides the best solution,

We have introduced Chris to our friends and colleagues where he has produced consistent results, it is unusual and refreshing to find a professional of this age with so much knowledge of their field.

IDM Engineering