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  • Protecting your money

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.

Our aim is to look at your whole financial situation and advise accordingly. We have access to specialist private business lawyers to ensure our approach is the most robust to keep your financial plans on track.

We also want to protect the wealth we have worked hard to build and pass it on to our families in the best shape possible. Be it protecting an inheritance or just making sure you are protected for life's 'what-ifs'. We are here to help and advise.

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.

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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