About Michelle Sheppard

Michelle Sheppard

DipPFS Cert II (MP & ER) FPFS

My role is to help make it easier and simpler for you to manage your wealth, and we achieve this through personal face-to-face wealth management advice that is designed to meet your specific requirements.

About

Based in Salisbury in Wiltshire, I have been providing financial advice. The advice I give is very dependent upon getting to know our clients well and understanding their requirements now and in the future.

Together, we create a working plan, providing you with a clear direction towards meeting your financial objectives. We will continue our relationship, meeting regularly to review and monitor your financial planning making changes as and when necessary.

Basing our service on these principles, I have built exceptionally strong, trusted and lasting relationships with our clients.

If you would like a no obligation initial consultation please contact us to arrange a suitable time. I very much look forward to working with you.

Testimonials

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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.
Steve and Carol-Anne Harrison |Chairman, Dogmersfield
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

The Michelle Sheppard Practice Ltd is registered in England and Wales, Number 07498474. Registered Office: St. Mary's House, Netherhampton, Salisbury, Wiltshire, SP2 8PU.