An Associate Partner Practice of St. James's Place Wealth Management

Amy Shepherd Financial Planning Ltd

Amy Shepherd

CeMAP DipFA
My goal is to help my clients fulfil their hopes, dreams and aspirations, and to help put them in the best financial position for their long-term future.

About

Amy began her career in financial services back in 2005, joining a well known building society. Amy has evolved through a variety of different roles during her career in financial services with the most recent as a Financial Planning Manager.

Wanting to be able to offer her clients a more personal, sophisticated and holistic service to meet existing and future financial needs, Amy decided to join St. James's Place Wealth Management to use her extensive wealth of knowledge and expertise starting her own Practice, Amy Shepherd Financial Planning Ltd.

Amy is known for her integrity, professionalism and consistent high standard of advice from both clients and colleagues alike. This together with aiming to exceed expectations gives the basis for building ongoing and trusted relationships into the future.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Amy has provided us with sound professional advice. She is very personable and knowledgeable and we are confident in the advice she has given. The service we have received is extremely prompt and so we would be happy to recommend he services in the future.
Annie Jarvis |Retired, Sutton
It was an absolute pleasure meeting you, I was most appreciative regarding your openness, but most important the fact you managed to do what other, financial advisers failed to do, to openly give me your time and listen to my needs. I am very pleased that during our brief meeting, you suggested I co...
Richard |Sutton
I have been putting off getting my pension sorted for years because it felt so complicated but Amy put my mind at ease. She is very professional and personable and speaks “normally” no jargon or complicated language. It was so refreshing to have a female financial adviser, I felt in control and not ...
Victoria |Mindfulness Trainer, Surbiton

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Amy Shepherd Financial Planning Ltd is registered in England and Wales, Number 11559954. Registered Office: 110 Newbury Gardens, Epsom, Surrey, KT19 0PD.