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How we work

Being your trusted adviser

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.

Looking after you year after year

An adviser who reviews your requirements on a regular basis is one that you know is making sure you are on target to meet your financial goals. Only by continuous monitoring and reviewing can we look to navigate the ever changing tax, investment and regulatory landscape.

Being independent

In order that we can give our clients the best possible advice we believe in being independent of providers. In order to be classed as independent we have to meet strict criteria on how we conduct our business and we are proud that our clients can trust us to do this.

Giving advice: not selling products

When you come to see us you can rest assured that we are acting with your best interests at heart. We believe that our advice and expertise is our offering and you can therefore take comfort that you pay for independent advice and not a product. If the status quo is the best advice, we advise you to stay put.

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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