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.
Spotlight on….Beverley Hughes – Paraplanner
Hi Bev, let’s start with work; what does a ‘normal’ day constitute for you?
No two days are the same as a Paraplanner, however a typical day will involve preparing suitability reports, researching pen...Read more »
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Spotlight on….Sophie Corbett
Hi Sophie, let’s start with work; what does a ‘normal’ day constitute for you?
My normal day involves anything from preparing client reviews and helping out with new business to dealing with admin or ...Read more »
Would LOVE to see you at our next Community Networking Event, it's all about LOVING your BRAND and your COMMUNITY
For more information and booking click here or call Liz on 07886 633 370
RedShift Community Networking Hub Tickets, Crewe - Eventbrite
Eventbrite - RedShift Radio presents RedShift Community Networking Hub - Wednesday, 12 February 2014 at Wulvern Housing, Crewe, Cheshire. Find event and ticket information.Read more »
In the first of our 2014 charity endeavours, Ollie becomes a Dry Athlete!
As we mentioned in one of our posts last year, our charity efforts are made up of big and small commitments and so, for our 2014 fundraising, Ollie has got things started with a small pledge.
Joining ...Read more »
Jones Sheridan’s Year in Review 2013
There were so many highlights to pick for this year’s ‘Year in Review’ that, sitting down to write this, it was difficult to know exactly where to start. 2013 really was a great year for us on many le...Read more »
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Kate completes 5 marathons in 5 days in aid of The Philippines appeal!
If you receive the Jones Sheridan email newsletter, then you may well recall the special appeal from last month. We were asking for donations to Kate Jayden’s attempt to run 5 marathons in 5 days, in ...Read more »