February marks our 10th anniversary and we’ve got a lot to celebrate.
2017 saw our most successful year to date, following the repositioning of our service offering in 2016.
In the past, we’ve provided various services such as pensions, mortgages, investments and auto-enrolment, but due to the changing requirements of our existing client base, we felt it was best fit to reposition.
Our clients identified a preference for bespoke financial planning which is attuned to not only their current needs but also their aspirations. And since then we’ve had some fantastic feedback!
What’s more, to support the increased demand from our client base we have nearly doubled our team! In the last six months three new members of staff have been recruited; Darren Brock, an Independent Financial Adviser, Suzanne Lubenko, a Paraplanner, and Conor O’Brien, a Financial Administrator.
Our Director, Mark Stewart, commented:
“It’s such an exciting time for Sheards Wealth and with our 10th anniversary this year, we’ve got a lot to celebrate. I’m delighted that Darren, Suzanne and Conor have joined our fantastic team as our client portfolio continues to grow.”
“Our 10th year in business will see us continue to strengthen our lifestyle planning offering. We use a bespoke system that allows us to give our clients a clear indication of their current financial situation is and what that means for the future.”