Sheards Financial Management Limited
Expert Independent Financial Advisers dealing with bespoke financial planning, final salary pensions, investments and protection.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 17th February 2020
Meet our advisers
Director / Independant Financial Adviser
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Sheards help to make complex matters clear and understandable, Tim
If you want no nonsense, level headed financial advice, Sheards is the company to use"
For Eastman Staples Sheards Wealth Management have been very proactive and hands on in handling the autoenrolment situation making what could have been a very complicated matter in to a trouble free and seamless transition for our staff.
We would recommend Sheards Wealth Management very highly and Mark Stewart the Director was available at all times to oversee this process.
of I have been a client of Sheards for the past 7 years and I have always received excellent service and if I have any
Questions or queries it is always dealt with straight away. I also recommend Sheards Wealth Management to friends or Business clients.
Sheards Wealth Management have assisted us with various matters from pensions, life insurance to stocks and shares ISA's. Their approach is always professional and matters are discussed in a way that we understand. We feel that Sheards are working for us in our best interest. I would recommend Sheards 100%.
At Sheards Wealth Management we pride ourselves on being able to offer a bespoke, comprehensive financial planning service to our clients.Our team of experienced and qualified independent financial advisers are committed to developing meaningful, long term relationships.We provide holistic financial planning to our clients and this is delivered in an easy to understand, jargon free fashion. Furthermore we guarantee our advice.
Business or individual, we put you first.
Deliver quality, bespoke financial planning in an easy to understand, jargon free manner.
Where to find us
Vernon House, 40 New North Road, Huddersfield, West Yorkshire, HD1 5LS
Minimum wealth (income/assets)
Minimum mortgage value
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Face to face