Financial services

Through Sheards Financial Services Limited we are able to offer our clients a significant addition to the range of services offered by traditional accountancy practices.

Our advisors, Mark Smithson, Mark Stewart and James Allen are able to provide tailor-made solutions to suit the individual needs of our personal and business clients in the following areas:

*   Personal & Corporate Pension and Investment Planning

*   Individual Savings Accounts (ISA's)

*   Retirements Options

*   Mortgages & Lifetime Mortgages/Equity Release

*   Inheritance Tax Planning & Wills

*   Wealth Management & Regular Portfolio Valuations

*   Life Assurance & Income Protection

*   School Fees Planning