David Shepherd

I have been in the financial services industry since 1997 progressing my way through various support functions before becoming the Operations Manager at gpfm financial planners. It is my responsibility to oversee the smooth running of the business, regularly checking and advising on our procedures and ensuring that my colleagues have all the tools they need to carry our their roles.

This is what I’ve done…

I joined gpfm financial planners in August 2010 and at that time the team consisted of two advisors and two support staff. As you can see the team has grown somewhat since then, so much in fact that I had to find and relocate us to new offices to fit us all in. I am proud to have been part of this success story and to have assisted with putting in place an effective and efficient support team; a team of people who our advisers can rely upon when work is needed for their clients.

…And this is what I’m all about

The day my colleagues bought me an ‘I love spreadsheets’ mug I realised that I do get a little too excited about spreadsheets. My main hobby is playing outdoor bowls and I was proud to follow in my dad’s footsteps in winning the Hertfordshire County Singles in 2012, which he won in 1981. Following our wedding in September 2016 we moved to our new home in January 2017 and became proud parents to Daniel John Shepherd in February 2017.

Our People

Rebecca White

Apprentice

Nathan Simmons

Paraplanner

Lucy Cunningham

Client Services Manager

James Melhuish

DipPFS - Financial Planner

Scott Atkinson

DipCII, DipPFS - Director and Financial Planner

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Lewis Keates

Office Manager & Paraplanner

Alistair McCann

DipPFS - Paraplanner

Crystal Mack

Client Services Manager

Valerie Stock

Operations Manager

Sheila Kehoe

Client Services Manager

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