Shepherd and Wedderburn Financial is the independent financial advisory arm of successful practice Shepherd and Wedderburn Financial is authorised and regulated by the Financial Services Authority Our team is led by John Mortimer, a Chartered Financial Planner, with over 25 years' experience advising individual and corporate clients We report to you regularly on the progress of your planning, and we actively liaise with any other advisers you may have engaged, as required, to ensure that the oversight and management of all your finances is coherent and the advisers who you engage are all working towards the same goals We have a range of services as part of an overall financial planning offering and deliver clear solutions based on an agreed understanding of your circumstances and goals