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What we do

Understanding your goals

We aim to 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, and as such we aim to meet you to review your planning and position ourselves to make sure it is on track to meet your needs.

The best financial advice is based on developing a long-term working relationship between client and adviser, and as such we aim to meet you to review your planning at agreed intervals.

We report to you regularly on the progress of your planning, and we actively liaise with any other professionals you may have engaged, as required, to ensure that the oversight and management of all your finances is coherent and the people who you engage are all working towards the same goals. We regard this service as a core to a successful financial plan.

Growing Your Money
It stands to reason that most people want a financial adviser to be there to help them grow their hard-earned money. Beyond advising you on how the money is invested to best achieve this, we will look in the round at your own particular set of circumstances and how taxation and allowances might...
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Enjoying your money
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.
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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.
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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

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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