Michelle Sheppard
FPFS, Cert SMP
We take the time to get to know you properly, before putting together a detailed financial plan, designed to achieve and manage your financial objectives helping you enjoy your wealth today and tomorrow. We enjoy lifelong relationships with our clients and their families supporting intergenerational financial planning where appropriate. Financial wellbeing is based on trust, openness and understanding, as well as expert financial advice both initially and regularly throughout your lifetime.
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
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.
Click on the accreditations for more information
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.
