Welcome to The Michelle Sheppard Practice Ltd, Fellow of the CII and Chartered Financial Planner. Based in Salisbury, we specialise in providing professional and friendly advice including Long Term Care and Later Life Planning to individuals and businesses alike.
We 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. We enjoy lifelong relationships with our clients and their families supporting 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.
Michelle Sheppard has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
SJP Approved 02/05/2023
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.