Welcome to Thomson Shepherd Limited

The Company

Thomson Shepherd Limited (TSL) was founded in 1999. In a relatively short time TSL has emerged as one of the leading advisory firms in Scotland. The company has attracted some of the best qualifed, most experienced and professional advisers, paraplanners and support staff in the business.

What sets TSL apart from its competitors is the transparency and impartiality of the advice process; the quality, depth and technical knowledge of the adviser team; allied with our commitment to invest in the latest technology, which further enhances our service to clients.

Within the adviser team, TSL has both Chartered Financial Planners and Certified Financial Planners - qualifications which remain rare in the UK. The highly qualifed adviser team is supported by specialists in each advice area who can offer additional technical input as required.

TSL's team of advisers is often called upon by the press to provide expert opinion. Regular readers of the FT, Scotsman, Herald or Press & Journal may already be familiar with the company.

TSL advises clients throughout the UK and abroad.

We have individual specialists covering the following financial planning areas:

  • Retirement and pension planning
  • SIPP and SSAS including property purchase
  • Investing for income, growth or capital preservation
  • Trustee investment
  • Inheritance tax, income tax and capital gains tax planning
  • Business financial planning for Partners and Directors
  • Long term care planning
  • Life assurance and income protection advice
  • Equity Release

TSL is a Chartered firm of financial planners.

Financial Planners CharteredThis means TSL has satisfied rigorous criteria relating to professional qualifications, ethical good practice and the retention of highly qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute (CII).

Chartered status means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support.

Sunday 14th March 2010

SCOTTISH GAME FAIR 2009

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"Independent advice is an invaluable investment."

Jeff Salway
Personal Finance Editor,
The Scotsman

OBSR awards winners announced
10 September 2009

"We are delighted that hot on the heels of collecting "best of breed" awards at an industry dinner in September, a number of the funds held widely across Thomson Shepherd's Active Portfolios also received recognition at the Portfolio Adviser Fund Awards on 1st December 2009. We hold the winning fund in the Government Bond, Corporate Bond, UK Equity and Emerging Market Equity sectors. For further details of our Portfolios, please contact your usual consultant or complete the enquiry form on our website".

MESSAGE FROM OUR MD

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