Sheards Wealth Management Limited

Independent Financial Adviser Vernon House, 40 New North Road, Huddersfield, West Yorkshire, HD1 5LS
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
16th September 2019
Expert Independent Financial Advisers dealing with bespoke financial planning, final salary pensions, investments and protection.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Darren Brock
Independent Financial Adviser
Mark Stewart
Director / Independant Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
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
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
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
If you want no nonsense, level headed financial advice, Sheards is the company to use"
Gordon Milner, Huddersfield
Sheards help to make complex matters clear and understandable, Tim
Mr Tim Greaves, Huddersfield
Where to find us

Vernon House, 40 New North Road, Huddersfield, West Yorkshire, HD1 5LS

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Sheards Wealth Management Limited registered in England & Wales. Company No 6430846.
Sheards Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. FCA No 561963.

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