I am a Chartered Financial Planner, accredited by SOLLA and have over twenty years of experience providing specialist financial advice to the elderly and their families. I am proud to have received the gold standard for providing advice through SOLLA for over 10 years.
I have established expertise and offer trusted advice which comes with a guarantee* of advice from St. James’s Place (a FTSE 100 company) who stand behind me and my advice. I 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.
I enjoy lifelong relationships with my clients and their families supporting funding the cost of care and 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. The starting point is a no-obligation consultation, so we can review your situation, objectives and requirements.
Then we can discuss your options after which I will put together a summary of those options together with my recommendations so you and your family can consider how you move forward.
Although I specialise in later life advice, I also provide advice in respect of investment planning, retirement planning, inheritance tax mitigation, equity release ** and protection.
*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 at www.sjp.co.uk/products. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
** Equity Release is a lifetime mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration. The Michelle Sheppard Practice Limited 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 http://www.sjp.co.uk/products.
SJP Approved 10/04/2024