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Sheards Wealth Management Limited
       
 
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Sheards Wealth Management Limited
 
 
Overview: 

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.

We live in changing & challenging  times and the need for quality financial advice has never been as important as it is now. That’s why choosing the right adviser to manage your financial planning requirements is essential.

Here at Sheards Wealth Management we believe our expert advisers are perfectly placed to fulfill this role because we recognize that our clients need to be happy with their adviser relationship and not just the advice that we provide to them.

We build lasting relationships with our clients so that they can relax knowing that we will tailor individual, high quality solutions to meet their needs. Our clients can expect exceptional service through our client service propositions and online services.

It’s no coincidence that a vast number of our clients come from personal referrals and recommendations which in itself is a testimony to the high standards that we set at Sheards Wealth Management
History: 

When Fred Sheard started his business as a Certified Accountant in 1903, it is unlikely he imagined that his practice would continue to flourish over 100 years later.

The firm continued to practice as Fred Sheard & Sons from its original premises in Kirkgate Buildings in Huddersfield town centre, until the move to its current premises in 1987.

As you can imagine, the firm has built up an enviable reputation in that time within the local business community. We have fantastic links with local bankers, solicitors and other professionals within the area, which time and again prove invaluable to our clients.

The current ownership structure has been in place since 2003 and the firm's name was changed to Sheards in early 2004. This has resulted in the firm taking a more innovative approach to accounting and extending our range of client services. Part of this change was the formation of Sheards Wealth Management Limited in 2008. This sister company provides investment and retirement planning services to our clients, enabling us to provide our clients with the “one-stop shop” solution to their financial needs.

While the firm’s style of business has moved forward enormously in recent times, what has remained unchanged is our dedication to giving our clients outstanding service.


 
 
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