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General

Shepherd & Wedderburn Financial Limited is wholly owned by Shepherd & Wedderburn LLP.

The Financial Conduct Authority

Shepherd and Wedderburn Financial Limited is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS. Our Financial Services Register number is 453911.

Our permitted business includes advising on and arranging pension, savings and investment products and non-investment insurance contracts.

You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.

Financial Ombudsman Service

Should you require the services of the Financial Ombudsman, please go to: www.financial-ombudsman.org.uk/.

VAT Registration Number

Our VAT Registration Number is GB125 4251 42.

Intellectual property rights

This site is protected by copyright. It is published by Shepherd and Wedderburn Financial and may not be reproduced other than when downloaded and viewed on a single PC for private use only. It is not to be otherwise reproduced or transmitted or made available on a network without the prior written permission of Shepherd and Wedderburn Financial. The names and logos identifying this site and Shepherd and Wedderburn Financial are owned by Shepherd and Wedderburn Financial and Shepherd and Wedderburn LLP.

Specific Advice

The information and expression of opinions that are contained in the site are not intended to be a comprehensive study, nor to provide financial advice and should not be treated as a substitute for specific advice concerning individual situations.

Key facts about our service and costs

Key facts about our service and costs are available here.

Terms of Business

Our terms of business can be viewed here.

Liability

Shepherd and Wedderburn Financial accepts no responsibility for any loss or liability which may arise from reliance on information or expressions of opinion that are contained in this site.

Links

Links to other sites are provided for information only. Shepherd and Wedderburn Financial takes no responsibility for material found on them.

Equality and diversity

lAt Shepherd and Wedderburn Financial we recognise our people are key to the firm's continuing success and growth. We strive to ensure that we provide an inclusive culture for all employees and we are committed to the principles of promoting equality as well as recognising and valuing diversity within our workforce.

We strive to ensure that our workforce is representative of the communities in which we operate. Our policies reflect this ethos and we promote and regularly undertake monitoring measures to ensure equality and fairness of opportunity for all.

As an employer we work towards creating and developing conditions whereby staff are selected and trained on the basis of their abilities, capabilities and potential regardless of race or racial group (including colour, nationality and ethnic or national origins), sex, marriage and civil partnership status, gender reassignment, gender identity, disability, religion or belief, age, pregnancy and maternity, and sexual orientation. By ensuring all staff have an equal opportunity, we, as an employer, will develop our employees to their full potential not only for the benefit of our staff but also for our clients and the wider community.

At Shepherd and Wedderburn, we are committed to promoting equality for all.

©2002 - 2016 Shepherd and Wedderburn

Some of the Shepherd Wedderburn Financial Team

Meet the team

As the head of Shepherd and Wedderburn Financial I would like to invite you to meet myself and my colleagues and find out more about how we can help you. We've plenty of experience between us and we look forward to hearing from you.

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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?
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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
    Edinburgh
    EH3 8UL

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