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  11. Cricket Hill Financial Planning Limited

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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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ISA / Unit Trusts / OEICs
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Investing for income
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Lump sum
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Regular savings
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Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
Miss Michelle Richards DipFA
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

Mr James Carr DipFA
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.

Mr Martin Bayes DipFA
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

Mr Shane Fox L
Financial Adviser DipPFS

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

At Cricket Hill Financial Planning, we have been helping clients plan their financial futures and be on hand to ensure that they get the most out of their savings for over 15 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, S75 2BL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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