Meet the Team

Our advisers are professional and approachable.

Each one of us takes real care of our clients and we’re always looking for ways to offer them the best service possible.

We don’t just sit back and wait for clients to call. We actively manage our clients’ accounts, getting in touch if there is something useful to share with them.

We might get in touch with them about a great investment opportunity, or a good remortgage rate when their mortgage is due for renewal, or a great insurance policy that has just been announced.

We’re also happy to try to answer any of our clients’ financial questions and find solutions that adapt and respond to our clients’ changing circumstances and needs.

If you’d like us to provide you with this sort of personal service too then please give us a ring on 01305 770650.


Brian Sheppard DipFA CeRER


Brian is our Director and has over 30 years experience in the financial services industry. He is our Pensions and Investments specialist and qualified Equity Release adviser.

Debbie Sheppard


Debbie is also a Director. She provides managerial and facilities support.

Samantha Aughton CeMAP CeRER CertPFA

Mortgage & Equity Release Adviser

Sam is a Mortgage and Equity Release Adviser and has been working for the company since 2012. Sam is also a qualified Paraplanner and supports Brian.

Jenny Brothers

Business Support Administrator

Jenny is our Business Support Assistant and provides comprehensive admin support to the team and our clients.

"Thank you so much for your kindness and patience that you have shown me throughout the whole process. As you know its been a very scary time for me, and its been made so much easier knowing you were there to help."

Tracey, Dorset