At Sheards Financial Management we provide holistic and bespoke advice for both corporate and individual clients. Our advisers are highly experienced and qualified in all areas including your legacy and future business. We work closely with our sister company Sheards Accountancy to help ensure that we maximise tax planning opportunities when designing solutions for our clients.
Comprehensive financial planning covers a number of areas. For instance, planning for the future with retirement options tailor made to meet with your personal circumstances. Bespoke investment plans explained completely with professional guidance and expert advice. Tailor made life and health protection plans to meet with your specific budget and personal circumstances, for both personal and corporate clients
Our team can guide you through the mortgage maze to find the right lending proposition for you or your business. Whilst carrying out financial planning for our clients we recognize the importance of striking the right balance between living for today and planning for the future