FINANCIAL PLANNING SERVICES. shepweddfinancial.co.uk
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1 FINANCIAL PLANNING SERVICES shepweddfinancial.co.uk
2 Shepherd and Wedderburn Financial Who we are Shepherd and Wedderburn Financial is the independent financial advisory arm of Shepherd and Wedderburn LLP s successful Private Client practice. We have more than 40 years experience advising individual and corporate clients, providing them with tailored joined-up financial planning solutions based on an agreed understanding of their lifestyle and financial goals. We will help you achieve your goals, whatever it is you want to do: retire early, buy a holiday home abroad or gift assets to your children. At Shepherd and Wedderburn Financial we help you turn your dreams into reality by using our expertise to guide you through all areas of financial planning, assisting you in making the most of available opportunities. In an increasingly complex world, we provide understandable and practical advice. What we do We work with you to identify your priorities and to formulate a plan to address them, guiding you every step of the way. We believe the best financial advice is based on developing a long-term working relationship between client and adviser. As such, we aim to regularly review your planning to make sure it s on track to meet your needs. We report on the progress of your financial plan regularly and we actively liaise with any other professionals you deal with. Our aim is to ensure that the oversight and management of all your finances is coherent and the professionals who you engage are all working together to meet your objectives. We regard this service as core to any successful financial plan. GROWING YOUR MONEY PROTECTING YOUR MONEY ENJOYING YOUR MONEY
3 Growing your money It stands to reason that most people want a financial adviser to be there to help them grow their hard-earned cash. Beyond advising you on how the money is invested to best achieve this, we will look at your own particular set of circumstances and how taxation and allowances might impact on your financial objectives. We also believe in being there when your plans change we will reassure you by explaining and making these changes for you. We want you to have peace of mind and that is why we build your plan to adapt to life s ever-changing needs. We aim to make sure you feel secure and give you the knowledge that your financial future is being looked after. Protecting your money Even the best financial plans can go off target due to events beyond your control. Ill health, early death, changes in taxation and laws can all impact on the overall wealth of our families. Our aim is to look at your complete financial situation and advise you accordingly. We can access specialist Shepherd and Wedderburn lawyers when required to ensure that you receive truly comprehensive joined up financial solutions. We also want to protect the wealth you have worked hard to build and pass it on to your families in the best shape possible, be it protecting an inheritance or just making sure you are protected for life s what-ifs. We are here to help and advise. Enjoying your money Most of us save in order to spend at some point in the future. Taking advice at that stage is just as important as taking advice at the savings stage, there is an argument that taking advice then is actually more important. At the spending stage we will guide you through the process of managing the taxation side as well as the investment side of your finances. With more of us living longer, one of our roles here is to make sure your spending phase is one that you can enjoy and not worry about. Retired life is very different now to what it was 20 years ago and good financial planning needs to be nimble enough to adapt to the changes that will undoubtedly occur in the future.
4 How we work We know we have done our job and gained your trust when you pick up the phone and ask us for our help and advice. Being your trusted adviser means you think of us when you think of your finances and we are here to help you with all of your important financial decisions. Looking after you year after year An adviser who reviews your requirements on a regular basis is one whom you know is making sure you are on target to meet your financial goals. Only by continuously monitoring and reviewing your financial affairs can we help you navigate the ever-changing tax, investment and regulatory maze. Being independent We believe that for you to receive the best possible advice, we need to be independent. This means we have no bias towards any financial product provider. In order to be classed as independent, we have to meet strict criteria on how we conduct our business and we are proud that our clients can trust us to do this. Giving advice: not selling products When you come to see us you can rest assured that we are acting with your best interests at heart. We believe that paying for expert advice is what our clients want rather than simply being told to buy a product. If the status quo is the best advice, we will tell you so.
5 Key contacts John Mortimer Director John heads up Shepherd and Wedderburn Financial and advises clients on all aspects of financial planning. He has particular expertise in pre- and post retirement planning and is approved by the regulator as a pensions specialist. John is an Associate of the Chartered Insurance Institute, Associate of the Personal Finance Society and was one of the first advisers in the UK to be awarded Chartered Financial Planner status by the Institute in T +44 (0) E john.mortimer@shepweddfinancial.co.uk Malcolm Rust Compliance Office and Director Head of the private client and charities teams, Malcolm specialises in personal tax and succession planning for entrepreneurs and high net worth individuals. Malcolm also advises on wills, trust creation, and partnerships. He has been advising on the law and regulation of charities in Scotland for over 20 years and has recently been heavily involved advising charity clients on the current regulatory and economic challenges facing those operating in the charity sector in Scotland. As Compliance Officer and Director of Shepherd and Wedderburn Financial, Malcolm has a close involvement in the management of the company. T +44 (0) E malcolm.rust@shepwedd.co.uk Sarah Tory Financial Adviser Sarah qualified as a financial adviser in 2002 and specialises in pension and long term care planning, holding advanced qualifications in both. According to her clients Sarah s emphasis is on personal care,... She is diligent, organised and a pleasure to deal with. Sarah holds the Diploma in Financial Planning and is studying for Chartered status, she is a member of the Personal Finance Society, the Chartered Insurance Institute and associate in SOLLA (the Society of Latter Life Advisers). T +44 (0) E sarah.tory@shepweddfinancial.co.uk Barbara Paterson Paraplanner Barbara is a paraplanner, working alongside the financial advisers, conducting research and writing reports to support the financial solutions they recommend to clients. Barbara has considerable experience of pensions, having worked in various roles, including Pensions Relationship Manager and Compliance Consultant. She has an Advanced Financial Planning Certificate. T +44 (0) E barbara.paterson@shepweddfinancial.co.uk Robert Thompson Paraplanner Robbie is a paraplanner with over six years experience in the financial services industry. Robbie enjoys the more technical aspects of the financial world and has particular expertise in pensions, investments and the platform market. He holds numerous Diploma level qualifications and is currently studying towards completion of the Diploma in Regulated Financial Planning. T +44 (0) E robert.thomson@shepweddfinancial.co.uk Donna Oswald Financial Services Manager Donna is a great source of knowledge across many disciplines. With over 25 years experience in the financial services sector, from private investment companies, stockbrokers and banking institutions, clients and providers are reassured by her meticulous attention to detail. Donna has worked for many top companies both large and small over the years in a variety of positions working to tight deadlines with high work volumes and brings a wide range of experience to the company. T +44 (0) E donna.oswald@shepweddfinancial.co.uk
6 Shepherd and Wedderburn Financial is authorised and regulated by the Financial Conduct Authority and registered in Scotland (with registration number SC ). The information presented here does not confer any form of personalised financial advice and is not a substitute for full professional advice. Should you wish to receive specific financial advice relating to your own circumstances please contact us.
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