Schaefer's Directors (Financial Advisers)

Our two principal advisers are Phil Sheppard and Gemma Lott, who are both Directors. Phil and Gemma have different skills and specialist areas and generally work together to create unique solutions. Gemma and Phil are also responsible for the investment management which forms the heart of the Wealth Management Service.

Phil Sheppard

Phil gained experience in law, banking and accountancy before forming Schaefer with his wife, Lis, in 1983. He holds the Diploma from the Personal Financial Society and is a Pension Transfer specialist. Phil has also passed specialist exams in portfolio management, taxation, trusts, pensions and investment planning.
Gemma Lott

Gemma worked for a National Bank and another IFA after completing a Degree in Politics and Economics. She joined the practice in 2001 as a client administrator, progressing to dealing with all aspects of work with our clients. Gemma undertook further study and training in order to become a financial adviser, and in 2007 she became a Director. Since then, Gemma has been instrumental in development of the Wealth Management Service.
 
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Schaefer Financial Management Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

Burns Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

Schaefer Financial Management Ltd. Registered Office Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS. Registered in England No. 04596404