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Chartered Financial PlannerMichael Shepherd

Telephone: 0121 272 8360

Mobile: 07801 258622

michaelshepherd@beckfordjames.com

Michael Shepherd

Chartered Financial Planner

Michael joined Beckford James in April 2014 as an Associate. Having graduated from the University of Birmingham in 1999 he began his career in financial services and has since gained diverse experience in both the Independent and Banking sectors.

He is a Certified Financial Planner advising private and corporate clients on a wide ranging issues, working with fellow professionals such as solicitors and accountants, and their clients, over a range of disciplines. He believes that ongoing technical development, whilst providing quality holistic financial planning, ensures the client relationship is a long term one.

As a mark of his professionalism Michael has recently been invited by the CISI to become an external specialist assessor for candidates siting the Diploma in Financial Planning qualification, one of the highest qualification levels a financial adviser can aspire to.

Michael is a proud ‘Brummie’ and actively promotes collaboration and unity in all parts of the city, being recognised as Birmingham Young Professional of the Year – Financial Services 2012.

When not working, Michael is a keen skier, mountain biker and white collar boxer, also taking part in a range of charity sporting events such as the three peaks challenge and London to Brighton off-road bike ride.