Telephone: 01484 448 019     

Email: [email protected]
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Welcome to Sheards Financial Management

We honestly believe that it is our job to help you fully understand the truth about your financial position and where you are going financially.

At Sheards Financial Management we pride ourselves on being able to offer a bespoke, comprehensive lifestyle planning service to our clients. Our team of experienced and qualified financial advisers are committed to developing meaningful, long-term relationships.

“Mark and the team at Sheards have been professional, courteous and efficient in assisting in the planning of our financial affairs. They have been flexible with their working hours and clear about options available to us, giving us the time and space to make our decisions. They have then supported us with annual reviews to ensure our choices remain pertinent with changing circumstances. We have introduced our son to Mark at the start of his working career believing the advice he will receive now will stand him in good stead throughout his life.”- Jackie and Dave Raine
“Financial advice, what is needed is honesty, trust, intelligence and consistency. In a word Mark and his team.”- Gordon Milner
“I have dealt with Mark Stewart for several years now on a personal basis. I have found him to be very approachable at all times and extremely knowledgeable in all aspects of financial advice and pension planning. I have now appointed True Potential to manage the company’s auto enrolment pension scheme. I can thoroughly recommend Mark and his team to provide a comprehensive and enthusiastic service.”- Colin Werb - Managing Director, Eastman Staples
“I find Sheards a company that keeps me fully informed and seems to do an excellent job of making my money work for me. Staff are all knowledgeable and provide excellent help and advice when needed. The website is clear and easy to use when you get the hang of it, and makes managing things very simple.”- Current Client

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