David Shepherd
DipPFS, BA (Hons), MSc
Expertise & Qualifications
David has been in the financial industry since earning his master’s degree in 2010. His experience spans Retail, Investment Banking, and Wealth Management, with roles at Santander, Bank of America Merrill Lynch, Barclays, and Morrinson Wealth.
He focuses on building long-term relationships through a personalised service grounded in sound financial planning principles.
Professional Background
David collaborates with individuals, families, and businesses to inform, educate, and simplify the challenges posed by taxes, legislation, and perceptions that often feel overwhelming in today’s fast-paced world.
Personal Life & Interests
David has been in the financial industry since earning his Master’s degree in 2010. His experience spans Retail, Investment Banking, and Wealth Management, with roles at Santander, Bank of America Merrill Lynch, Barclays, and Morrinson Wealth. He focuses on building long-term relationships through a personalised service grounded in sound financial planning principles.
David collaborates with individuals, families, and businesses to inform, educate, and simplify the challenges posed by taxes, legislation, and perceptions that often feel overwhelming in today’s fast-paced world.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
