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Amy Shepherd

Financial Adviser

Clients hold Amy in high regard for her unwavering dedication to enhancing their financial well-being through expert guidance.

With a strong desire to make a positive impact, Amy specialises in assisting families and professionals by creating solid financial plans encompassing pension, investment and protection planning.

Amy Shepard

Clients hold Amy in high regard for her unwavering dedication to enhancing their financial well-being through expert guidance.

With a strong desire to make a positive impact, Amy specialises in assisting families and professionals by creating solid financial plans encompassing pension, investment and protection planning.

About Amy

Amy began her career back in 2005 and has built a reputation for providing personalised, client-focused solutions that help individuals and businesses achieve their financial goals. With a deep understanding of the complexities of the financial landscape, she has honed her skills in developing comprehensive Investment strategies, retirement and tax planning.

Her dedication to client satisfaction is evident in the long-term relationships she has built over the years, as well as in the positive feedback she consistently receives. Her ability to communicate complex financial concepts in a clear and understandable manner has earned her the trust of her clients, who appreciate her transparency and commitment to their financial success.

Whether you are just starting out on your financial journey or are looking to optimise your existing portfolio, Amy has the expertise and experience to guide you every step of the way. With her unparalleled commitment to your financial well-being, you can trust that you are in good hands with her.

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.

Specialisms

  • Pensions and Retirement Planning
  • Investments
  • Protection