At Sheavyn Associates Financial Management Ltd our aim is to provide exceptional service to both private and corporate clients. Laurie and Josh are the Directors and combined with Andy they have many years experience in Retail and Commercial Financial services. The practice is supported by our team of administration staff, led by Maxine, the practice Manager.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing our clients all have in common is the desire to have their wealth protected, supported and developed.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing our clients all have in common is the desire to have their wealth protected, supported and developed.
Services
Our first step is to understand what your objectives are, your timescales, your tax position and to assess your attitude to risk so we can develop long term solutions to achieve your objectives. Making sure you have enough money to fall back on in an emergency and to give you security. EIS's and VCT's invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.
From simple stakeholder plans to the more complex self-invested personal pensions (SIPP's), we have a range of flexible options to suit your situation and objectives. The key issue is to plan for your future and not delay. We will take you through the decision process and create bespoke solutions for you.
At Sheavyn Associates Financial Management Ltd, we understand the time and effort that goes into running a business. As a business owner, it is essential that you protect both your business and your own financial affairs. We help you to establish and prioritise what elements are important within your business and implement a solution to protect them.
If you want to prevent your family from being financially disadvantaged by your premature death or long term illness, ensuring financial support to maintain their current lifestyle, there are a few variables you should consider. How much cover do you receive from your employer or company pension scheme and for how long?.
We can help make the whole process much simpler. With literally hundreds of mortgage deals available, it is easy to get confused about which one is right for you. We can offer you expert guidance and help taking the worry out of finding the right mortgage. We will help you decide on the type of mortgage that is right for you and help you find the best deal.
Reviews
Be the first to review Sheavyn Associates Financial Management.
Write a Review
