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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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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

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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