New thinking for wealth management...
  • Enjoying Money

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.

We are here to guide our clients through the process. At this stage taxation and investment are required to be managed critically - with more and more of us living longer our job is to make the spending phase as long and as enjoyable as possible. 

Retired life is very different now than what it was 20 years ago and financial planning needs to be more nimble to adapt to the requirements of each individual.

Come and speak to us now and find out how we can help you.

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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