SHEPPARD DAVIES
ASSET MANAGEMENT

Listed below are personal comments made by existing clients of Sheppard Davies with regard to our services:

 

"Last year I was recommended by a friend and existing client to consult Sheppard Davies, having become frustrated and disillusioned with the advice given by the traditional commission driven 'financial adviser'. I have subsequently found Sheppard Davies' independent advice and choice of funds both stimulating and refreshing and supported by detailed research and an intimate knowledge of the market and key fund managers. The innovation that they have sought to apply to my existing SIPP portfolio demonstrates how conservative the major financial institutions remain in responding to and managing such initiatives."

Paul Needham
Consultant Chartered Surveyor

 

"I have been a client of Sheppard Davies for 4 years. I find their approach to fund selection refreshing, innovative and thoroughly researched. They find value in funds, managers and sectors, which in my experience, are not on the radar of most IFA's. They deliver a high level of personal service, with quarterly review meetings and are proactive without undue churning, always providing detailed information and reasoned argument for portfolio changes."

Mr. N. Tilley
Retired Technical/Operations Director of an International Beverage Company

 

"SDAM have provided prompt and courteous help in straightening out my investments, which had become inefficient and disorganized over time. The personal attention and their thoroughly professional approach have given me reassurance and confidence in their probity."

Howard Sheppard
Chartered Town Planner

 

"Thank you for your excellent service over the past eight years."

J. How, Brentwood, Essex

 

"The quality of the advice and service I have received from Sheppard Davies has been of the highest order. The growth in my investment portfolio has exceeded market trends and Jon is readily available to offer sound advice on a range of topics. Sheppard Davies have a wide network of other professional contacts and they have ensured that I have received a relevant and seamless range of services."

Graham Martin
Managing Director of an International Management Consulting firm

 

"Sheppard Davies are very special professional advisers who take their work seriously but also in a relaxed friendly manner. They are continuously reviewing my finances, recommending changes as appropriate and have increased my pension fund by 85% over the four years I have known them. I can now look forward to the future with confidence."

Nick Rand, Chartered Accountant, Shropshire