Sheards Wealth Management

Sheards Wealth Management is a sister company of Sheards Accountants and provides a variety of services, from retirement planning to wills and estate planning.

Sheards Wealth Management Limited was formed in 2008 in response to increasing requests from our clients for advice on financial advice type matters. The company was set up by the Directors of Sheards Accountants and the Director of Sheards Wealth Management, Mark Stewart.

At Sheards Wealth Management, their goal is to deliver a high level service to their clients. They continually search for better value and choice, and can respond to opportunities rapidly.

By working with Sheards Wealth Management, clients are better informed, confident and empowered to reach their financial goals.

Sheards Wealth Management can help individuals with:

  • Personal & Asset Protection
  • Individual Pensions
  • Retirement Planning
  • Personal & Corporate Investments
  • Wills & Estate Planning
  • Family Trusts
  • Protection.

Visit www.sheardswealthmanagement.co.uk for more information.

Please note, we encourage all of our clients to seek their own independent financial advise.

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© 2018 Sheards Chartered Accountants. All rights reserved.

Sheards is the trading name of Sheards Accountancy Limited. Registered in England & Wales No 06837228.

Sheards Chartered Accountants, Vernon House, 40 New North Road, Huddersfield, West Yorkshire HD1 5LS
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