Welcome to The Michelle Sheppard Practice Ltd, Fellow of the CII and Chartered Financial Planner. Based in Salisbury, we specialise in providing professional and friendly advice including Long Term Care and Later Life Planning to individuals and businesses alike.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Michelle Sheppard has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
We have used Michelle for many years and have been extremely pleased with both her sound advice and the performance of St. James's Place funds. We would highly recommend Michelle and have done so to many of our family and friends.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.