Louise Shepherd APFS

Louise Shepherd APFS

Senior Private Client Adviser

Who do I work with?

I have worked in the financial services industry for over 10 years, providing bespoke financial planning and wealth management services to individuals and families from all different backgrounds.

I work in partnership with my clients to provide clarity and peace of mind, empowering them to be confident in their financial decisions both now and for the future.  

Taking the time to listen and understand my clients’ financial goals and lifetime ambitions allows me to construct a robust financial plan tailored exclusively to their needs.

About me?

After graduating from the University of Exeter with a Mathematics and Economics degree, I joined the Financial Services industry in 2011 as I was passionate about helping individuals make the best decisions about their finances.

I began my career at a boutique Independent Financial Planning firm and moved through the various support and paraplanner roles as my studies progressed to a Chartered Financial Planner in 2017. I joined HFMC Wealth as a Senior Private Client Adviser in 2022.

Away from the office, I like to keep active and enjoy snow skiing in the winter and water-skiing in the summer along with swimming, cycling, and running.

I also enjoy spending time with my family and friends and travelling.

Contact Info

Email louise.shepherd@hfmcwealth.com
Location Home Counties, London
Specialisms Cashflow Planning & Modelling, Retirement Planning, Estate & Succession Planning, Tax & Asset Structuring
Qualifications Diploma in Financial Planning (RQF Level 4), Chartered Financial Planner (RQF Level 6)
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