Jennie Shepherd Associates
About Jennie Shepherd Associates



Neil Webb - Senior Associate of the St. James's Place Partnership

Neil recognises that co-ordinating your financial planning can often be a time consuming, complex and expensive process.

With this in mind, he works with both individuals and trustees to create a holistic strategy to meet both their needs and obligations.

Neil also works alongside other experts to provide a professional service to include investment, tax and legal advice.

Trust & Estate Planning

Neil’s advice encapsulates suitable strategies for the mitigation of inheritance tax and practical planning to ensure assets are passed to the right beneficiaries at the right time. As a prerequisite, Neil focuses on strategies which ensure clients and their heirs needs are not compromised solely to mitigate tax.

Investment Advice for Trustees

With asset class turmoil and more onerous reporting responsibilities, the role of a trustee has become more and more complex. As a consequence trustees require specialist advice covering all asset classes with a sophisticated monitoring process.

Please note that Trusts are not regulated by the Financial Services Authority.






Dale Johnson - Senior Associate of the St. James's Place Partnership

Dale left HBOS at the beginning of 2001 to join the Practice. He has over 15 years of experience within Banking and Financial Services. Dale's expertise is in Retirement Strategies. He specialises in finding retirement solutions for business owners and individuals.



Technical Team



Lynette Douglas
Paraplanner		Richard Spraget
Paraplanner


As an integral part of the advice and research process, the Technical Team provide valuable support to the partners. The team is made up of graduates who have extensive experience in Financial Services. They continue to build on their knowledge through our internal Training & Development Programme.


Client Care Team



Nikki Edmunds - Events Co-ordinator

Nikki is available to take your calls regarding any of the numerous events we have running throughout the year as well as ensuring that any client queries are resolved.