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News & Opinion

SWF advisers are at their happiest when they are talking matters financial. We are regularly called upon for media input on the most talked about topics, news and events.

We show here a few pieces in the press which might be of interest to you.

Please do share these and let us know your own thoughts on these topics.

ClearView November 2016
ClearView: November Edition
In the November issue of our regular newsletter, Clearview, we look at market volatility and look at the big question: When can I retire?
Find out more

Don't waste time, sort out your pension
Don't waste time, sort out your pension
Millions of people who have been automatically enrolled into their workplace pension will soon have to pay more of their salary into the schemes. Sarah Tory speaks to Jeff Salway at The Scotsman.
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ClearView August 2016
ClearView - August 2016
This is the first edition of our newsletter, ClearView, providing a snapshot of what is happening in the ever changing world of financial advice.
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You can't take it with you
You can't take it with you
Interview with John Mortimer, published in August issue of Business Insider
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More than a fifth of adult Scots believe they will never be able to retire
More than a fifth of adult Scots believe they will never be able to retire
Record numbers are working past their state pension age and more than a fifth of adults in Scotland believe they’ll never be able to retire.
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Pension pot shortfall shock looms for over-60s
Pension pot shortfall shock looms for over-60s
Sarah Tory talks to Jeff Salway in the Scotsman about over-60s in Scotland facing a pension shock at retirement because they don’t know what their savings are worth.
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2016 and Beyond
2016 and Beyond
John Mortimer provides a round-up of what’s in store for the year ahead and highlights some of the opportunities for tax savings that are available.
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Tax rates and allowances 2016/17
Tax rates and allowances 2016/17
Summary of UK tax rates and allowances for 2016/17
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Shepherd and Wedderburn Financial adviser gains SOLLA accreditation
Shepherd and Wedderburn Financial adviser gains SOLLA accreditation
Sarah Tory, financial adviser at Shepherd and Wedderburn Financial has received accreditation from the Society of Later Life Advisers (SOLLA).
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Pensioners trapped by ‘drawdown captivity’
Pensioners trapped by ‘drawdown captivity’
Retired investors could be stuck in “drawdown captivity” as they wait for their pension funds to regain value amid ongoing market volatility. John Mortimer speaks to Jeff Salway in the Scotsman.
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Raise the pension drawdown drawbridge
Raise the pension drawdown drawbridge
John Mortimer speaks to Jeff Salway in the Scotsman about growing concerns over the number of people entering drawdown plans.
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Exit fees back in the spotlight
Exit fees back in the spotlight
Sarah Tory talks to Jeff Salway in the Scotsman on the topic of the punitive exit fees levied by some providers for transferring pension funds.
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Pensions freedom day: don't rush to cash in your chips
Pensions freedom day: don't rush to cash in your chips
Tempted to cash in your pension fund in the wake of sweeping new reforms? Sarah Tory warns that acting in haste could lead to many years of retirement lamenting a poor decision.
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Second-hand annuities: Good or bad?
Second-hand annuities: Good or bad?
Sarah Tory, together with other practitioners gives her views in The Scotsman on the emerging trade in annuities.
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Downloads

Our latest brochures as PDF

Please feel free to download our latest brochures: “ClearView - November 2016” & “Financial Planning Services”. Click on the relevant brochure cover.

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.

Retired GP

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!

SH, Dunblane

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.

Retired Business Owners

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.

Non-Executive Director

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News & Opinion

SWF advisers are at their happiest when they are talking matters financial. We show here a few pieces in the press which might be of interest to you.

Please do share and retweet and let us know your own thoughts on these topics.

LATEST ARTICLE

ClearView: November Edition
In the November issue of our regular newsletter, Clearview, we look at market volatility and look at the big question: When can I retire?
read more
News and Opinion

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