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01484 541 155 - advice@sheards.co.uk
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:
Visit www.sheardswealthmanagement.co.uk for more information.
Please note, we encourage all of our clients to seek their own independent financial advise.
15 Feb 2019
HMRC has estimated that around 700,000 couples are 'missing out' on the Marriage Allowance, which could save them up to £238 in tax.
If you wish to talk to Sheards over the phone, request a call back using the form below.