Nick Sheppard

Nick Sheppard

Nick Sheppard

Nick’s long career in financial services saw him spend many years as an account manager with Standard Life in Southampton followed by business development roles with Brewin Dolphin and Close Brothers. Much of his time has been spent working with intermediaries and wealth managers across London and the South Coast, using his extensive knowledge and experience to offer investment solutions and support.

He has particular expertise in the use of Business Relief qualifying AIM investment for IHT planning, and works to help and support adviser firms in this field.

Something you didn’t know about Nick

Nick raced single seater racing cars for several years and competed at the Formula Ford Festival at Brands Hatch on several occasions. He has now decided to slow down having recently gained his solo Skydiving A licence.  

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