SHEPPARD DAVIES ASSET MANAGEMENT

 

SHEPPARD DAVIES TESTIMONIALS

"I like Jon's approach. He is clearly well informed about trends in the market. He openly shares this but he is very clear about direction he prefers for me personally. He has produced good returns for the level of risk I am prepared to take. I look forward to a long term relationship with Jon and his colleagues."

Professor Murray Dalziel
Director of School of Management
Liverpool University

"Sheppard Davies has looked after my investment portfolio for a number of years now and has produced some impressive results, even during difficult periods. This is one of the best financial decisions I have ever made. I know my money is in safe hands."

Ms Gwyneth Jones
Former Company Director

"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

 

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