Sheards Wealth Management
Sheards Wealth Management 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 - Director
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 - Account Manager
Saira provides a key role liaising both with Mark and Helen in order to ensure very high client service levels are maintained at all times.
She is also responsible for managing various aspects of our customer client sites and the Sheards Wealth Management Website.
Helen James – Paraplanner
Helen James joined the team at Sheards Wealth Management at the beginning of February 2011. She has been in the financial services industry for over 25 years and has worked for a number of insurance companies and Independent Financial Advisers in that time.
Helen joined the team as a Paraplanner and her main duties are to carry out product and provider research and write client financial reports whilst working closely in the advice process with Mark Stewart and ensuring that compliance issues are monitored and met.