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Who we are

Shepherd and Wedderburn Financial will help you achieve your goals. Whatever it is you want to do: retire early, buy the holiday home abroad or gift your assets to your children. At SWF we help our clients turn their dreams into reality by using our expertise in all areas of tax planning, financial planning and forecasts to guide you through the ever changing financial maze.

Shepherd and Wedderburn Financial is the independent financial advisory arm of Shepherd and Wedderburn LLP’s successful Private Client practice. Our financial planners have over 40 years’ experience advising individual and corporate clients, providing them with tailored joined-up financial planning solutions based on an agreed understanding of lifestyle and financial goals of our clients.

In an increasingly complex world, we provide understandable and practical advice. We aim to work with you to identify your priorities and to formulate a plan to address those, guiding you every step of the way.

Meet the team
We offer a fully comprehensive personal financial planning service. We are able to do this by tapping into the additional expertise of private client lawyers in Shepherd and Wedderburn LLP in the areas of tax, estate planning, charities and privately owned family businesses. The dedicated private...
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How we work
We know we have done our job and gained your trust when you pick up the phone and ask us for help and advice. Being your trusted adviser means you think of us when you think of your finances and we are here to help you with all of those important financial decisions.
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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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