Jacques Sheppard

If it’s time for financial advice, I can help you

Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.

Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.

I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.

I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.

Together, we can put your money to work in a way that helps you feel confident about the future.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.

It is my belief that financial freedom creates a better world around us. When we are financially free, we gain the confidence to pursue opportunities that we might otherwise avoid. This could mean building a business, transitioning into a new career, or simply having the extra funds to invest in something that enhances life. The possibilities are limitless, but the fact remains; when people are not held back by financial worries, their time and money become unlocked. This enables them to be more generous, spend more time with their families, build communities, and create opportunities for themselves and others. This belief drives my passion for helping clients and providing a service that I truly believe is a force for good in the world.

I came to financial planning after spending 13 years of service as a Combat Medic in the British Army. This experience provided me with a unique perspective on what it takes to achieve success. Working alongside dedicated, intelligent individuals, I learned the importance of discipline, adaptability, and resilience. These values have shaped my approach to financial planning, where I combine meticulous preparation with the ability to adjust to life’s inevitable changes. As a medic, I also developed a deep understanding of human behaviour and empathy - skills I now use to connect with clients on a personal level, understanding their needs, aspirations, and challenges.

My focus is on building strong, lasting relationships with my clients, where their success is my success. I am committed to providing the support and guidance they need to achieve their financial goals.

Outside of work, you will often find me on a tennis court or in the kitchen experimenting with Asian inspired dishes. I live in Ewell and advise clients in various districts and boroughs of Surrey and surrounding areas.