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David Sheppard Email & Phone Number
1 work email found
@btinternet.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Role
Adviser
Location
Greater Bournemouth Area, United Kingdom
Who is David Sheppard? Overview
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Quick answer
David Sheppard is listed as Adviser at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea, based in Greater Bournemouth Area, United Kingdom. AeroLeads shows a work email signal at btinternet.com and a matched LinkedIn profile for David Sheppard.
David Sheppard previously worked as Adviser at Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wealth Management and Senior Financial Planning Manager at Nat West.
Company email context
Email format at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea
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*@btinternet.com
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AeroLeads found 1 current-domain work email signal for David Sheppard. Compare company email patterns before reaching out.
Profile bio
About David Sheppard
I have been working in the financial industry for the last 20 years. I am currently working as a Wealth Management Consultant at Eight Wealth Management Ltd where I offer clients professional, clear and easy to understand advice on a range of financial products. We have a wide range of expertise and knowledge, developed over many years, to help people – both individually and in business - fulfil their aims and aspirations.I provide clients with a personalised and bespoke Financial Planning and Advice Service specialising in Savings, Investment Planning, Retirement Planning, Inheritance Tax Planning and Protection. I am currently working towards becoming a Chartered Financial Planner. My goal is to help my clients build and secure their financial futures. More details are available on my website www.eightwealthmanagement.co.ukEight Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place Representatives.
Listed skills include Auto Enrolment Specialist, Pensions, Investment Strategies, Investments, and 7 others.
Current workplace
David Sheppard's current company
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Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wea
Website
AeroLeads page
4 roles
David Sheppard work experience
A career timeline built from the work history available for this profile.
Adviser
I provide clients with a personalised and bespoke Financial Planning and advice service. I specialise in Inheritance Tax Planning, Investment planning, Pension and Retirement Planning and Protection. I can also advise businesses on financial planning. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients.The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
Senior Financial Planning Manager
FAQ
Frequently asked questions about David Sheppard
Quick answers generated from the profile data available on this page.
What company does David Sheppard work for?
David Sheppard works for Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea.
What is David Sheppard's role at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea?
David Sheppard is listed as Adviser at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea.
What is David Sheppard's email address?
AeroLeads has found 1 work email signal at @btinternet.com for David Sheppard at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea.
Where is David Sheppard based?
David Sheppard is based in Greater Bournemouth Area, United Kingdom while working with Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea.
What companies has David Sheppard worked for?
David Sheppard has worked for Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wea, Eight Wealth Management Ltd, Principal Partner Practice Of St. James'S Place Wealth Management, and Nat West.
How can I contact David Sheppard?
You can use AeroLeads to view verified contact signals for David Sheppard at Eight Wealth Management Ltd, Principal Partner Practice of St. James's Place Wea, including work email, phone, and LinkedIn data when available.
What skills is David Sheppard known for?
David Sheppard is listed with skills including Auto Enrolment Specialist, Pensions, Investment Strategies, Investments, Financial Advisory, Financial Planning, Savings, and Wealth Management.
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