Welcome to Shepherd and Wedderburn Financial
Comprehensive financial planning
At Shepherd and Wedderburn Financial we are passionate about looking after our clients.
There are very few places where you can discuss your retirement; plan an exit from your business; ask about personal trust planning; view your investments under one account; have your income tax assessment completed and plan how to gift assets to your children - all under one roof!
By working alongside our legal and tax experts we provide a truly joined-up approach to help you shape your financial future.
Growing your money
Speak to us for the right advice.
We can help you by looking at your own circumstances,objectives and attitudes to help achieve this most fundamental requirement.Find out more
Enjoying your money
Find out how we can help.
Most of us save in order to spend at some point in the future. Taking advice at this stage can be much more critical than at the harder stage of saving it.Find out more
Protecting your money
Let us reduce your worries.
Even the best financial plans can go off target due to events beyond your control. Let us help you mitigate the risks and protect your money.Find out more
Our latest brochures as PDF
If you have any questions then please don’t hesitate to get in touch
What our clients say
On retiring as a GP and having capital to invest I was referred to Sarah Tory 5 years ago. We have continued to be very happy with the advice she has given us in the past in helping us to manage our finances and continues to do so. From my wife's and my own point of view it is important to have confidence in a financial advisor.
Sarah's emphasis is on personal care, she is easy to talk to and explains the relative merits of different options clearly, spending time to make sure that they suit my requirements. She is diligent, organised and a pleasure to deal with - so much so that I have recommended her to my friends and family!
We have worked with John now for over 10 years and they have made dealing with our finances both clear and straightforward. We have never been rushed with decisions and we have been happy to recommend others to him and would have no hesitation in doing so in the future.
John has given excellent and impartial advice to me and several other family members on many occasions over a number of years. I feel confident when recommending him to others.