Jennie Shepherd Associates
Jennie Shepherd Associates
'Providing a personal Wealth Management Service, tailored to the needs of our clients and their families, today and for the future.....'

The aim of Jennie Shepherd Associates is to provide a personal wealth management service to a niche market of select clients. We offer our clients a great level of care and attention throughout their business and personal lives and into retirement. We provide face to face advice specialising in meeting the financial needs of people who have created substantial wealth and therefore need more specialist care.

My experience in Financial Services spans four decades. I established the practice in 1994 and I am proud to be a Senior Partner of the St. James's Place Partnership.

As the Practice has grown there has been a need to increase the number of Partners. Bringing in other members of my family has ensured that the personal care and high standards provided have been maintained. Being a family business has helped us to better understand the needs of our clients whose requirements extend to their families.

My philosophy towards financial advice covers three main areas:

  • Ensuring the level of service provided is of the highest standard


  • Providing an holistic approach


  • Maintaining financial knowledge in a world of ever changing legislation


    • I believe that St. James's Place strength in Investment and Wealth Management, coupled with Jennie Shepherd Associates philosophy, enables us to provide a distinctive service that meets our clients expectations.

    Jennie Shepherd
    Senior Partner, St. James's Place Partnership

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