Amy Shepherd's Linkedin Analytics

I began my career in financial services in 2005 and have been delivering clear, honest and sincere financial advice to my clients for over 14 years. I am passionate about offering my clients a more bespoke, sophisticated and holistic service to meet existing and future financial needs. I am respected by my clients for my integrity, professionalism and consistent high standard of advice. This together with always striving to exceed expectations gives the basis for ongoing and trusted relationships into the future. My job is to help my clients throughout their financial journey by providing expert financial planning advice. I love being able to make a difference to my clients financial circumstances through the advice I provide. My areas of specialisms are: Investment Planning Income Generation Retirement Planning Inheritance Tax Planning Mortgages Personal protection (life insurance, critical illness and income protection) If you require bespoke, expert advice then please do not hesitate to contact us. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James’s Place may fall as well as rise. You may get back less than you invested. The Partner/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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives