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This website is operated by Shepherd and Wedderburn Financial Limited. We take the privacy of our users seriously and we are committed to safeguarding the privacy of our users. This Privacy Policy explains our data processing practices with regard to this web site. Other websites to which this website links are not covered by this policy.

Information collected

We collect personal information from you through the use of request forms. Please note that the information given by you will be processed in accordance with the Data Protection Act 1998 for the purposes of processing your request, sending you the publications and/or e-bulletins which you have requested, providing you with information about products and services we offer, seminars and events that we are holding and for auditing usage of the site. Your details will also be entered into our database for general administration purposes. We will respect your instructions not to send you additional information if this has been indicated. To help us to address the needs of our users, we may keep track of how you use the information which we send to you or which is available on our website. We keep a record of which links are accessed by users on our website to enable us to find out which kinds of information are of most interest to those users. We use this information to provide a service which is tailored to the needs of users of our website and those who have chosen to receive information from us. This information is held on an anonymous basis and you will not be personally identifiable from this information. If we do want to collect personally identifiable information through our website, we will be upfront about this. We will make it clear when we collect personal information and will explain what we intend to do with it. Where you have signed up for any e-mail alerts we will keep a record of links accessed by you to find out which kinds of information are of most interest to subscribers. This information is held by reference to the relevant e-mail address and is stored on our privately owned and maintained servers. If at any time in the future you wish to unsubscribe from any of our e bulletins please contact the person mentioned in the 'Communications' section below or follow the 'Unsubscribe' link in the relevant e-mail.


Cookies are small files that your web browser places on your computer's hard drive. They are often used to collect information about how a website is used and to enhance users' experience of a website. Further details of our use of cookies is given in our cookie policy.


To keep you informed about our products and services, seminars and events we may notify you through one of our e-mail newsletters or by post. If you wish to stop receiving such communications please contact: or write to:

Business Development
Shepherd and Wedderburn Financial Limited
1 Exchange Crescent
Conference Square

Access to information

You have the right to apply for a copy of the information we hold about you (for which we may make a small charge to cover the cost of administration) and to have any inaccuracies corrected.


We will not use your information for purposes which are not clear when you provide your details We may provide information, in response to properly made requests, for the purposes of the prevention and detection of crime, and the apprehension or prosecution of offenders or to other parties lawfully authorised to carry out investigations or where we are otherwise legally obliged to. We may also disclose your personal data as a result of providing services requested by you, including to service providers acting on our behalf. Otherwise we will not disclose your personal data without your consent.

Changes to this privacy notice

We keep our privacy notice under regular review. This privacy notice was last updated on 31 July 2015.

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.


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

Get in touch

If you would like to discuss a particular issue or to find out more about the ways in which we can help you plan your finances, contact us by email, phone or by completing the form below.

All information provided is treated in the utmost confidence. We will not share your details with third parties.

    Shepherd and Wedderburn Financial Ltd
    1 Exchange Crescent
    Conference Square
    EH3 8UL

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