Sheards Financial Management Limited

Restricted - Whole of Market  Vernon House, Huddersfield, West yorkshire, HD1 5LS
First meeting at adviser's own cost
Expert 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
9.3/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Stewart
Director

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

Darren Brock
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
For Eastman Staples Sheards Financial 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 Financial 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 Financial Management to friends or Business clients.
Ms Wendy Rodes, Lancashire
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
About us

At Sheards Financial Management we pride ourselves on being able to offer a bespoke, comprehensive financial planning service to our clients.Our team of experienced and qualified 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
Head office address: 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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 14th September 2020

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