SHEPHERD PRIVATE CLIENTS
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About The Firm
Shepherd Private Clients was created in 2018. Our practice is unique – we focus purely on wealthy individuals, families, entrepreneurs and their related businesses, investment structures, trusts and charities. We act for a number of well-known families in the North West, helping them with their plans for the long-term. We have advised many of these clients for well over 20 years.
The team have all worked in “Big 4” accountancy firms for the majority of their careers, and they have gained a huge amount of experience, not just in relation to private clients and tax, but in the wider commercial world. Having worked with amazing clients, colleagues and leadership over this time, it has created deep-rooted professionalism which is now being taken forward under the banner of Shepherd Private Clients Limited.
Our objective is to maintain the standards and the quality of service that we are used to providing, albeit outside the “Big 4” environment. Whilst our practice is focussed on personal taxes, we have a network of former colleagues with a similar mindset, which allows us to offer a broader service (where required), which we coordinate.
We believe our unique offering is attractive for many reasons and, as a result, we are continuing to see many fantastic new client opportunities being referred to us from our alumni, from our professional network and from our existing clients. We are growing from strength to strength and our business is exciting. Most importantly, Private Clients are at the heart of everything we do. Our practice is based in the Manchester area, and our client base extends across the UK and overseas.