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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.

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?
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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