Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Supporting all legal professionals
Law is a demanding profession. It’s a high pressure, high performance career, but one with the opportunity for high financial rewards. Here to advise and support you, your business, and your family with long-term, expert advice.
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Financial wellbeing specialist
As a financial wellbeing specialist, we deliver education sessions to help people build their financial confidence.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, we can help with this.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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David Shepherd
Dragon Wealth
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