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.
If you have any questions then please don’t hesitate to get in touch
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.
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!
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.
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.
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.
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.
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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.
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