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