Courtiers Wealth Management
Courtiers Wealth Management

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Declan Shepperd

Adviser

01993 223 370

At Courtiers

In 2017, Declan began his journey into Financial Services at Courtiers, keen to take his professional hospitality skills to a
new level. In October 2019 Declan successfully completed the Diploma in Financial Planning to become a qualified adviser and since then, has completed the CII Level 6 Advanced Diploma in Financial Planning and will be classed as Charted from October 2022.

Background / Experience

With a BSc in Business Management and a background in hospitality, Declan’s accustomed to listening carefully to clients’ needs. He says, “understanding objectives is the first step in developing a wealth management strategy and ongoing client relationship. That takes listening carefully, to get to know who our clients are, to appreciate their circumstances and goals and understand their needs, so we can respond as we need to.

Outside Work

Either side of a year backpacking around Australia and Asia, Declan’s always been a keen sportsman, regularly playing football and skiing most years. A Fun fact (or not really that fun, as Dec puts it), he played international football for Wales at University level.

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