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George Shepherd

Partner | Bergerac

Accumulating a wealth of financial services experience before joining Blevins Franks in autumn 2018, George began his career with Sedgwick International, spending ten years specialising in final salary pension schemes for large corporate institutions. He established and sold two highly successful and well regarded private wealth management businesses over a period of 15 years before joining Fisher Investments (Discretionary) as a Private Client Manager in 2015. 

George is a member of the Chartered Financial Analyst (CFA) Institute and Chartered Insurance Institute (CII) and holds the Investment Management Certificate (IMC) and Diploma in Financial Planning (DipFS). 

Working from the Blevins Franks office in Bergerac, George is assisted by Private Client Manager Ian Alexander and a qualified team of tax, client services, pensions and investment experts based in the Malta and London offices. 

In his free time, George enjoys travelling, keeping fit, fishing and watching rugby.  

George is registered with the Financial Conduct Authority (FCA) in the UK and is a member of the Chartered Insurance Institute (CII).

FCA registration | CII register

 

Office/s:  Bergerac