New thinking for wealth management...
  • Growing your money

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 impact on your financial objectives.

We also believe in being there when plans change - explaining and making changes is importantly reassuring. Clients that feel they can build a plan that can adapt to life’s changing needs and requirements have peace of mind that we are there for them. Our aim is to make our clients feel secure that their financial future is in the best hands. making changes is importantly reassuring.

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

We also believe in being there when plans change

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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