Richard Sheppard

APFS TEP

I joined this wonderful profession in 1984 and since then have been fortunate to broaden my experience and be involved in many areas including a spell advising government on pension matters.
I am among a limited number of Chartered Financial Planners in the UK, one of the very few with full membership of the Society of Trust and Estate Practitioners (STEP) and enjoy advising clients, specialising in the retirement and later life issues faced by our ageing population as well as helping the younger generation build their wealth.
I am married to Anna and we have three children. In any spare time, when I’m not looking after our pigs and chickens, I help to raise money for charity by engaging in sporting challenges - and I am also the holder of a Guinness World Record!

Location : Alton

07702 768824

Testimonials

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I have had the pleasure of knowing Richard Sheppard for just over a year. He has been professional and personable in every conversation or meeting. I had a sudden change of circumstances early in 2020 and Richard has been an absolute life saver with the support he has given me, constantly fightin...

S.Hemans| Teacher, Chiddingfold

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Capital Planning Partners is a trading name of Capital Planning Partners (Holdings) Ltd. Capital Planning Partners (Holdings) Ltd is registered in England and Wales, Number 14924173. Registered Office: Winterton House First Floor West, High Street, Westerham, TN16 1AQ.