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.
Amy Shepherd

1st Floor The Crown, London Road, Westerham, Kent, TN16 1DJ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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.
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 contacted my pension provider, as well as all other parties I had knowledge of to access my records, it proved fruitful. I would like to think we were on the same page and worked together to achieve a common goal. Something that other financial contacts failed to do. This puts you in the lead as some one I can communicate with and trust.
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 afraid to ask questions no matter how small. I highly recommend speaking to Amy about any financial needs, I certainly will in the future. Thank you Amy for explaining and sorting my pension so simply.
Victoria | Mindfulness Trainer, Surbiton

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.
Amy Shepherd
Amy Shepherd Financial Planning Ltd