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Sheards Wealth Management Limited

Sheards Wealth Management Limited Limited was formed in 2008 in response to increasing requests from our clients for advice on financial advice type matters such as investment and pension issues.

By offering these services in-house we find that the interaction of the accountancy and financial services aspects of the firm help ensure that our clients receive an outstanding service within very efficient time frames.

Mark Stewart

Mark began working in the insurance  industry in 1988 as an Industrial branch agent for the Refuge Assurance in Dukinfield, Manchester.

After 7 years he was an Assistant Branch Manager in Blackpool and left to join the Prudential as a Financial Consultant, dealing with private individuals in their homes.

After three years Mark then joined Towry Law, a large National IFA  as an Employee benefits consultant working with Corporates servicing and advising on their Group Pension schemes and Group risk benefits.

After nine years Mark left to set up Sheards Wealth Management Limited Ltd, a company set up to service Sheards accountancy clients and his own legacy clients.

Saira Najma

Saira joined the team at Sheards Wealth Management Limited in the summer of 2010. Saira is the company’s administrator, her responsibilities are to manage the office, and work with Mark in order to ensure very high client service levels are maintained at all times.

For further information, please vist the Sheards Wealth Management website or contact us.