We are a progressive Independent Financial Adviser based in Crewe. The majority of our clients live in Cheshire, Staffordshire and Shropshire but we also work with people further afield.
We originally set up over 30 years ago, and now have a team of experienced financial advisers and a team of qualified and capable support staff. We’ve built a reputation for offering top quality advice and delivering exceptional service. Our success relies on developing good client relationships, backed with a tried and trusted process that ensures we always deliver, as promised.
For any potential new clients we are always happy to freely demonstrate what we have to offer so you can make an informed choice before deciding to join us.
What We Do
Over the last 25 years Jones Sheridan has gone from strength to strength building on our reputation for delivering high quality advice and service to our clients.
We are able to offer you completely independent financial advice which is tailored to your individual needs and we will only recommend a course of action that we believe is totally suitable for you.
Over the course of time your needs will change and as your financial planning partner we will be there to help you every step of the way.
We break down our financial advice into two key areas:
1) Wealth Management - making the money you have work for you as tax efficiently as possible.
2) Wealth Protection - ensuring that your wealth and your loves ones are protected from financial threats, be that taxation, illness, death or investment risk.
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Kate’s charity challenge makes her a record breaker!
We’re all for a good charity challenge at Jones Sheridan and when we posted about Kate Jayden’s five marathons in five days, it’s fair to say we were pretty impressed with the lengths which Kate was g...Read more »
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We are a nation of worriers but are we worrying about the right things?
Britons spend more time planning their next holiday, haircut and shopping excursions than they do making preparations for their financial future, according to a new study by Scottish Widows, examining...Read more »
Spotlight on…….Jon Hall, Chartered Financial Planner
Hi Jon, let’s start with work; what does a ‘normal’ day constitute for you?
My days at Jones Sheridan are varied. I travel in from Saddleworth near Oldham so every day it’s an early start for me. Som...Read more »
Budget 2014 Overview
George Osborne delivered the 2014 Budget to Parliament on Wednesday 19th March with a customary outlook on the UK’s financial and economic position.
The Budget has wide-ranging implications for both i...Read more »
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Charity referral scheme launches
We’re very grateful that, over the past few years, Jones Sheridan has grown as a firm because you, our clients, have been kind enough to tell your friends and families about us and the work we do. Man...Read more »
What exactly is ‘Retirement Planning’?
When you retire it’s hopefully going to be a time which allows you to enjoy what many people call ‘the longest holiday of your life’, with thorough retirement planning you achieve this.
Although retir...Read more »