Sherrard Financial Management IFA

Our main areas of Advice

We are able to advise and provide solutions to a wide range of both personal and business financial areas.


Your home may be repossessed if you do not keep up repayments on your mortgage.

Wealth Management Advice to help with planning your Retirement

Pensions and Retirement Planning.

Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.

 
Good quality advice to help you with your Savings and investments

Investment Advice

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.

The Financial Conduct Authority does not regulate National Savings.

 
Life Assurance Advice

Family Protection Needs

There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.

The Financial Conduct Authority does not regulate Trusts.

 
Mortgage Advice

Mortgages.

Helping you decide which Mortgage to choose, looking at important points on how you pay back the capital you borrow and how you pay the interest on it.

 
Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment

Business Advice

Advising you on Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment. To help you take all the right measures to be in the best position to achieve your business goals and the necessary steps to protect your business.