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Welcome to Sheavyn Associates Financial Management

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

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    Wealth Management

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against...

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    Financial Planning

    As professional financial advisers we can help you make informed decisions about your financial futu...

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  • service

    Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...

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  • service

    Mortgages

    A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being ...

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    Protection

    While there is no insurance that can prevent these things from happening, you can protect yourself a...

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Financial Advisers Located in Wetherby

Financial Advisers Located in Wetherby

Welcome to Sheavyn Associates Financial Management Ltd

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0113 393 5260 or email us at office@sheavynassociates.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

CAN WE HELP YOU WITH SOMETHING?

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Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Review from verified client for Bradley Roberts

What were the circumstances that caused you to initially look for a financial adviser?
I was looking to sort my mortgage because the fixed term had ended and I also had a couple of pensions that I needed to understand as I am not very familiar with the process of putting them together so I was directed to Brad for help.

How has Bradley Roberts helped you?
Brad came to see me and explained how the pensions worked and how I could make the most of them for the future. He has also started the ball rolling with a new mortgage deal. Brad also suggested life insurance & protection which I hadn't really thought about to be honest, again he is in the process of sorting this for me and we have agreed a cover plan to suit me.

Have you seen the outcome you were hoping for?
So far so good, I'm very happy with the outcome at this stage.

What could they have done better?
Nothing really, I didn't have many questions after our meeting as Brad had covered everything quite thoroughly.

Review from verified client for Bradley Roberts

What were the circumstances that caused you to initially look for a financial adviser?
My partner and I were approaching the end of our fixed term on our remortgage, with interest rates rising we looked for a financial adviser to help us get the advise we need and the cheapest deal.

How has Bradley Roberts helped you?
Brad has always been available and a phone call away. Always on hand to provide us with clear advise and keep us updated when needed. Finding us the best rate at a difficult time in the market.

Have you seen the outcome you were hoping for?
Yea definitely.

What could they have done better?
Nothing, service has been great and would recommend brad to others.

Review from verified client for Josh Woodhall

What were the circumstances that caused you to initially look for a financial adviser?
I required advice on my current circumstances to achieve my longer term objectives. I had initiated contact with Josh during the period of 2020. I was referred to Josh by a colleague for his precise and clear advice.

How has Josh Woodhall helped you?
Josh has communicated with me and allowed me to understand my longer term needs by undertaking some precise forecasting and indeed what’s required to achieve my objectives.

Have you seen the outcome you were hoping for?
Yes, upon making contact with Josh I now understand the milestone ahead and how it can be achieved.

What could they have done better?
Nothing I can think of. Josh goes above to ensure you understand your position and all documentation is clear and understandable.

Review from verified client for Andy Ellis

What were the circumstances that caused you to initially look for a financial adviser?
Money in hand following downsizing our home

How has Andy Ellis helped you?
Andy gave us sound advise with our excess cash and helped us with investing it for the future

Have you seen the outcome you were hoping for?
Our investments have increased nicely over the past 9 years that Andy has been looking after them

Review from verified client for Josh Woodhall

What were the circumstances that caused you to initially look for a financial adviser?
Due to illness I was forced to finish work. I needed financial advice so that I could make my pension and savings work for me

How has Josh Woodhall helped you?
Josh has advised and supported me as my financial adviser, to make the right choices for my future financially

Have you seen the outcome you were hoping for?
I have yes

What could they have done better?
Nothing. I am more than happy with the ongoing service that Josh is providing me with

Stock data

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FTSE 100 8153.69 -13.680176 arrow -0.16749793 arrow
FTSE ALL-SHARE 4468.59 -10.900391 arrow -0.24333999 arrow
FTSE MID 250 20950.84 -140.65039 arrow -0.6668585 arrow
FTSE 350 4511.22 -10.779785 arrow -0.23838533 arrow
WHERE WE ARE

0113 393 5260
Dryson House
York Road Industrial Estate
Wetherby, LS22 7SU


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