Meet our advisers

Stephen Shepheard

Stephen Shepheard Picture

Stephen Shepheard DipPFS

Independent Financial Adviser

About me

With over 30 years of experience in financial services, I bring deep industry knowledge and a proven track record of guiding clients through complex financial landscapes. My approach is built on trust, strategic insight, and a commitment to delivering personalised advice that supports long-term financial wellbeing, working closely with clients to understand their individual goals and circumstances.

Outside of my role as a financial adviser, I’m a UEFA B qualified football coach with a passion for mentoring and team development. I also enjoy spending quality time with my family and the simple pleasure of walking the dog.

Location

Worcestershire