Our Financial Advisers
Phil Sheppard
Director: MSc, FPFS, CFTe, MSTA, Cert PFS (Discretionary Management)
Phil gained experience in law, banking, and accountancy before forming Schaefer in 1983. As a Fellow of the Personal Financial Society, he has developed a significant range of knowledge and experience, passing specialist exams in portfolio management, taxation, trusts, pensions, and investment planning. His research into historical economic and financial collapses proved invaluable in protecting clients’ investment portfolios from the various crashes of the last 20+ years.
Phil is a Pension Transfer Specialist, providing advice on final salary pension transfers. He is accredited under the Personal Finance Society Pension Transfer Gold Standard.
As a Member of the Society of Technical Analysts, and a Certified Financial Technician, Phil has demonstrated expert knowledge with investment management and portfolio building.
Phil is also responsible for Compliance.
When not working, you will find Phil in his carpentry workshop, out on the Quantocks in the rain with the dog, or immersed in his growing family.
Our Management and Administration
Michelle epstein
Client Manager, BA (Hons), CertPFS (Paraplanning)
Michelle joined Schaefer in 2013 as an Administrator. Michelle now holds the important position of Client Manager, whilst carrying out her role of Paraplanner, supporting the advisers. During her time at Schaefer, Michelle has gained a Level 4 Certificate in Paraplanning and continues to study towards her Diploma in Financial Planning.
Outside of work, Michelle enjoys DIY and minor renovations on her home.
HEATHER WATTERS
Administrator
Heather has many years’ experience working within the banking, mortgage, and protection industry. She joined Schaefer in March 2019 in order to support the Paraplanners within the Company.
Heather enjoys rummaging through antique/junk shops, listening to audible books and visiting family.