Declan Shepperd BSc (Hons)

Declan Shepperd BSc (Hons)

Trainee Adviser

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Direct line : 01993 223 370

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With a BSc in Business Management and a background in hospitality, Declan’s accustomed to listening carefully to clients’ needs.

Declan says, “Understanding objectives is the first step in developing a wealth management strategy and a successful ongoing client relationship. When meeting clients for the first time, we have to listen more than anything. This allows us to get to know who our clients are, to really understand and appreciate their circumstances and goals and respond as we need to.”

Travel, time with family and a variety of sports, especially semi-professional football (when not injured!) and skiing (when not injured!) all keep Declan occupied outside work. After a year travelling around Australia and South East Asia, during which there was a birthday (and that’s all we know!), Declan’s been working towards his Diploma in Financial Planning (Dip CII).

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