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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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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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