Retirement Plans

Pensions
Income Drawdown
Annuities

Investments

Investment needs
Managing your Portfolio
Individual Savings Accounts

Protection

Life Assurance
Critical Illness
Income Protection

Estate Planning

Business Protection
Employee Benefits
Director's Pensions

Sherrard Financial Management

Sherrard Financial Management was established as an IFA practice in Walkden, Manchester in 1993. The Principal Michael Sherrard commenced work in the financial services industry in 1980 and became an IFA in 1988.

We provide advice to both individuals and businesses on a full range of financial planning areas such as pensions, investments, mortgages and life and health insurance.

Regulatory Statement

Sherrard Financial Management is a trading style of Michael David Sherrard, 37 Manchester Road, Worsley, Manchester, Lancashire, M28 3NS which is authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 621436 at register.fca.org.uk

FCA number 621436.

Site Disclaimers

The regulations regarding tax rates and investments may change in the future and are subject to individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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Contact us

Sherrard Financial Management are based in Manchester and provide independent financial advice.

Telephone: 0161 702 0661
Email: mike@sherrardfm.com

Our alternative dispute resolution provider is the Financial Ombudsman Service.
Their website is financial-ombudsman.org.uk