Sheards Financial Management Limited

Independent Financial Adviser  Vernon House, Huddersfield, West yorkshire, HD1 5LS
First meeting at adviser's own cost
Expert Independent Financial Advisers dealing with bespoke financial planning, final salary pensions, investments and protection.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Mark Stewart
Director / Independant Financial Adviser

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Accreditations
Chartered Financial Planner
Darren Brock
Independent Financial Adviser

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
Mr Tim Greaves, Huddersfield
If you want no nonsense, level headed financial advice, Sheards is the company to use"
Gordon Milner, Huddersfield
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.
Mr Colin Werb, Huddersfield
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.
Ms Wendy Rodes, Lancashire
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%.
Julie Perea, Manchester
About us

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.

Our services

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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