Financial Planning
Helping you build an overall financial plan for your future.
Our aim is to assist you in achieving a comprehensive understanding of your financial situation. We collaborate closely with you to customise an investment strategy that aligns with your unique circumstances. Whether your goal is saving for a specific expense, accumulating funds for future personal use, or securing a reliable standard of living by outperforming inflation, we have you covered. We thoroughly explore your choices and offer clear insights into your investments and potential tax advantages, ensuring you are well-informed.
Get in touch with us today to see how we can help you.
The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
Banks Sheridan Wealth Limited,
Datum House,
Electra Way,
Crewe,
Cheshire,
CW1 6ZF
01270 530971
Banks Sheridan Wealth Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority.
Registered Address: Datum House, Electra Way, Crewe, CW1 6ZF
Registered in England & Wales No. 13558124
Banks Sheridan Wealth Ltd is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 960067.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk