Meet the Expert

David Shepherd, Industry Expert

Morrinson Wealth

David has worked for over a decade across Retail and Investment Banking having worked for Santander, Bank of America Merrill Lynch and Barclays. He now works exclusively with Morrinson Wealth Management. His focus is on building long-term relationships by delivering a tailored, personal service founded on the fundamentals of financial planning.

David recognises that the most successful people in the world have coaches. Top Athletes, CEOs, Businesses, Accountants, Lawyers even Doctors all have trusted advisors that help improve performance. When people want to improve their financial performance, grow their assets, optimise their taxes and reduce their expenses, he’s aware how powerful it is to have a financial advisor on your side.

He works with individuals, families, and businesses to Inform, Educate and Uncomplicate the obstacles, taxes, legislation, and perception of these as insurmountable in the modern busy world.

Many of the people David works with suffer from the same issues, in that they have little time or access to the right tools and expertise to manage their financial affairs as efficiently and effectively as they would like to.

His experience across the Finance Industry allows him to use his knowledge and skill to see the bigger picture efficiently and provide expedient advice. He takes a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you, your family, and your life.

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