SHEPPARD DAVIES ASSET MANAGEMENT
WELCOME SDAM.TV SERVICE APPROACH WEALTH MANAGEMENT TESTIMONIALS CONTACT COMPANY POLICY
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SHEPPARD DAVIES TESTIMONIALS Listed below are personal comments made by existing clients of Sheppard Davies with regard to our services:
"When my mother was admitted to a care home, it was essential that her savings were invested prudently to ensure two things: protection of the capital and the generation of income to cover the costs of care. Jon Sheppard’s investment strategy has delivered this and more. There is no doubt that Sheppard Davies Asset Management’s approach is clearly differentiated from the competition. I have complete confidence in the way in which the strategy is formulated and then executed through diligent research and analysis. Moreover, the active management of the portfolio provides me with the reassurance that trends and issues are identified in a timely manner, and appropriate action is taken to protect and enhance my mother’s assets." Peter Gilbert, Retired Lieutenant Colonel, Monmouthshire
"Jon Sheppard has done a superb job for me since I moved my pension to Sheppard Davies. My previous advisor had mismanaged my fund and it was only Jon’s intervention which prevented the fund being further depleted. I was also delighted with the efficient way that he handled the release of the tax free sum I was able to take on my 50th Birthday. I was aware that this was not a simple transaction yet he maximised my return and minimised my involvement! In this uncertain world, it is a pleasure to deal with someone professional, straightforward, diligent and honest in the financial services industry. Thank you!" Tony Sparks, Director, Newland, Gloucester
"On my recent retirement Sheppard Davies developed for me an investment plan for my personal savings and pension funds. Introductory meetings were held in a relaxed and open manner, at which there was an emphasis on clearly understanding my situation and expectations, and my approach to levels of risk. On implementing the plan I have been kept fully informed of the rationale behind each of the investments being made, and I have easy access to up to date information on all transactions and performance of the funds. Sheppard Davies is providing an excellent service to me in my retirement, when sound advice and strategies are critical, not least in these times when planning is so difficult for pensioners." Ken Owen, Retired Chartered Engineer, Reading
"What a breath of fresh air. We are eternally grateful to a colleague who is also a client of Sheppard Davies, for suggesting them to us as ”one of the few firms I would trust to invest my money”. Since our first meeting with Jon, we have been given professional but friendly personal service and guidance through the intricacies of investing our money. We now feel that our pension investment is in safe hands despite the current precarious market conditions. SD’s regular communication/meetings, their investment strategies and the link with Transact which enables us to view our portfolio keeps us completely informed. Most important of all is Jon’s approachability which enables us to feel that we can contact him at any time when needs arise." Ian Guest, Retired Chartered Engineer and Sue Guest, Swindon, Wilts
"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
"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
"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
"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
"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
"Jon has been my financial adviser for some time. He has great skill in matching investment opportunities to my personal needs and is always careful to reflect my attitude to risk in the investment proposals he makes. I appreciate the proactive way in which he communicates with me, his integrity and his client centred approach in general. This gives me enormous reassurance, especially important in times when markets are volatile. The fee based approach to our arrangement means that my interests and his are fully aligned and I look forward to a valuable continuing relationship. " Ian Tinsley, Retired Senior Partner of International Management Consulting firm
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