The Michelle Sheppard Practice Ltd
Senior Partner Practice of St. James's Place Wealth Management
“Michelle has always given me considered, trustworthy and tailored advice. She was particularly helpful at a very difficult time after the sad loss of my husband and she always put my interests first with her sound suggestions. I would unreservedly recommend her to anyone looking for a professional, caring, experienced, trustworthy adviser.”
“I have been using the services of St. James’s Place via Michelle to manage my company pension fund for the last 10 years. Michelle has always provided sound advice on managing my finances and has always been readily available to answer any queries. I am delighted with the performance of my pension and would not hesitate to recommend Michelle to anyone needing financial advice.”
Name Supplied, Aerospace Engineering Consultant, Ringwood
“I consulted Michelle Sheppard, in her capacity as a later life financial adviser, about the best way of managing the payment of fees for my mother’s nursing home. She showed sympathy, tact and patience in the handling of a somewhat complex family situation, clarity in the advice she gave, and understanding when circumstances changed. I would certainly recommend her services in this capacity.”
Name Supplied, Salisbury
“Michelle’s help and advice has been invaluable. She has explained my financial options very clearly and I have very much appreciated the support she has given. I wouldn’t hesitate to recommend her and indeed I have done so.”
Mrs P Shingles, Salisbury
“From the outset Michelle listened attentively and understood the situation and circumstances of my elderly relative in care. Clearly knowledgeable in the area of planning for long-term care fees she offered a selection of options, explaining each of them comprehensively. She took the trouble to travel to visit my elderly relative personally in the care home to give advice and to explain her recommendations. She acted with sensitivity at all times and I would not hesitate to recommend Michelle to similar clients.”
Nigel Ferguson, Salisbury
“As a relatively new client to St. James’s Place I would like to acknowledge the support I have been given by Michelle Sheppard. Her friendly manner, sound advice and delivery of factual information have been immensely helpful when making long term plans. I would recommend her without hesitation.”
D J Wilkinson, Pig Farmer, Chippenham
“Michelle is always a pleasure to deal with as she applies her professional advice always fully aware of the goals, risk approach and individual needs of her client. I will not use anyone else!!”
P Benjamin, Property Developer, Lymington
“I have dealt with Michelle Sheppard for several years and have always found her to be helpful and give sound financial comment in a friendly and unhurried way - the human face of financial advice.”
A Baskerville, Veterinary Surgeon, Salisbury
“Michelle has acted as our financial advisor for the past 14 years. During this time she has given us sound, trustworthy and tailor made advice to suit our needs and changing circumstances. Her attention to detail is commendable. We would wholeheartedly recommend her to anyone seeking financial advice and planning.”
G R Shah, Southampton
You should remember that past performance refers to the past and is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise. You may get back less than you invested.
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.
The Michelle Sheppard Practice Ltd is registered in England and Wales, Number 07498474. Registered Office: St. Mary's House, Netherhampton, Salisbury, Wiltshire, SP2 8PU, England.