David Shepherd

Head of Business and Finance

Work

Having worked in the financial services sector since 1997, David has progressed over the years and become our Head of Business and Finance. This means that he is responsible for the day-to-day management of the business and its finances.

Anyone who speaks to David will know how proud he is to have been part of the gpfm success story. He has assisted with putting in place an effective and efficient support team that our planners can rely upon when work is needed for their clients.

Rest and play

Ask anyone about David and they’ll all say he is a real family man. He’s married to his wonderful wife, Cheryl, and they have a son, Daniel. The family also has two dogs called Moseley and Gizzy.

Outside of work, David loves to watch films, with his favourites being The Matrix and Inception. He also enjoys walking his dogs around the lakes near his home.

We asked David...

Your favourite holiday destination?

Norfolk

Your favourite song to play in the car?

Lady (Hear Me Tonight) by Modjo

If you could be any fictional character, who would you be?

Neo

When the dessert menu arrives, what are you looking for?

More than one!

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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