Cricket Hill Financial Planning Limited

Restricted - Whole of Market  Cricket Hill Financial Planning Ltd, South Yorkshire, Barnsley, S75 2BL
First meeting at adviser's own cost
Cricket Hill Financial Planning pride ourselves on giving jargon-free advice to customers across Barnsley and Yorkshire.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Lump sum
check
Regular savings
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
Michelle Richards
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Thomas Harper
Financial Adviser Tom Harper

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

James Carr
Financial Adviser

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

At Cricket Hill Financial Planning, we have been helping clients plan their financial futures and been on hand to ensure that they get the most out of their savings for over 10 years. We have a great team of people who are well qualified and have a friendly, down to earth approach.

We operate from a single office in Barnsley (the heart of Yorkshire) but have clients across the UK. Meetings with clients can be held in our office or at a location of your choosing.

Our services

Cricket Hill Financial Planning is a family business led by Jeremy Sheard (our managing director with over 40 years’ experience in financial services). He is ably supported by both of his daughters, a strong supporting management and administration team, many of which have been with the firm since day one, and an experienced team of diploma qualified financial advisers.

Where to find us
Head office address: Cricket Hill Financial Planning Ltd, Unit 8A, Maple Estate, Stocks Lane, South Yorkshire, Barnsley, S75 2BL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.52 mi
As independent Chartered Financial Planners, with clients nationwide, we have the expertise to guide you, through to your financial goals.
 
Restricted - whole of market 1.62 mi
Transparent and straight forward financial advice tailored to your needs.
 
Independent Financial Adviser 1.7 mi
I help the clients achieve long term financial security by reducing the complexities and use the experience to help you achieve your financial goals.
 
Restricted - whole of market 2.27 mi
We take the mystery out of financial matters and ensure our clients understand what they can do. We make financial planning simple and Jargon free.