David Shepherd

David has been in the financial industry since earning his Master’s degree in 2010. His experience spans Retail, Investment Banking, and Wealth Management, with roles at Santander, Bank of America Merrill Lynch, Barclays, Morrinson Wealth and now runs his own advisory firm Dragon Wealth. He focuses on building long-term relationships through a personalised service grounded in sound financial planning principles. David collaborates with individuals, families, and businesses to inform, educate, and simplify the challenges posed by taxes, legislation, and perceptions that often feel overwhelming in today’s fast-paced world. Many of David’s clients encounter similar challenges, often struggling with limited time and access to the necessary tools and expertise to manage their financial affairs effectively. This commonality allows him to understand their needs on a deeper level, enabling him to provide targeted support and solutions. With a wealth of experience across various sectors of the finance industry, David draws on his extensive knowledge to deliver insightful and timely advice. He adopts a collaborative and holistic approach to financial planning, working closely with clients to develop personalised strategies that reflect their unique values, family dynamics, and life circumstances. By fostering open communication and trust, he ensures that each plan is not only effective but also resonates with his clients' long-term goals. Outside of work, when time allows, he enjoys engaging in a variety of outdoor activities, including camping, cycling, sailing, golfing, and skiing. He cherishes moments spent with his wife and children, making the most of family time and creating lasting memories. This commitment to personal well-being complements his professional dedication, allowing him to bring a well-rounded perspective to his clients' financial planning needs. Dragon Wealth has 2 office locations that of - 4Th Floor, 3 Hardman Square, Spinningfields, Manchester M3 3EB | - 30 Lombard Street, London EC3V 9BQ |