Sheavyn Associates Financial Management

Sheavyn Associates Financial Management Ltd is a financial advisory firm based in Wetherby, providing a wide range of financial and protection services. Our primary goal is to provide our clients with financial freedom, offering peace of mind by ensuring their hearts and minds are free from worry about life's uncertainties. We aim to pave the way for a more secure financial future for individuals, families, and businesses of all sizes.

Our journey together begins with listening. We listen to your needs, hopes, and dreams, and based on this crucial information, we formulate a plan to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. 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.

Our Company

Established in Wetherby, our team of professional financial advisers is committed to helping you make informed decisions about your financial future. Our expertise and knowledge enable us to provide you with tailored financial advice, ensuring your assets are protected and your financial goals are met.

Our Team

Our team of financial advisers is our greatest asset. Their professional knowledge, expertise, and commitment to providing exceptional customer service set us apart from our competitors. With a wealth of experience in the financial industry, our advisers are well-equipped to guide you through the complex world of financial planning, offering clear, no-jargon advice to help you make informed decisions about your financial future.

Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation, and investment risks. Our wealth management services are designed to help you grow, protect, and manage your wealth effectively.

Financial Planning

Professional financial planning is the process that aims to help you realise your ambitions - whatever they may be. Our financial planning services involve assessing your current financial situation, identifying your financial goals and objectives, and developing a plan to help you achieve them.

Pensions

A well-prepared pension plan, which is regularly reviewed, should go some way to providing you with a reasonable level of income in your retirement. Our pension services are designed to help you plan for a comfortable retirement, ensuring that you have the financial resources you need to enjoy your golden years.

Mortgages

A mortgage is a 'secured' loan, which means that the loan is secured against the property being purchased. Our mortgage services are designed to help you find the right mortgage deal for your circumstances, whether you are a first-time buyer, looking to remortgage, or a property investor.

Protection

While there is no insurance that can prevent these things from happening, you can protect yourself and your loved ones against the financial impact of death, serious illness, or injury. Our protection services include life assurance, critical illness cover, and income protection, ensuring that you and your family are financially protected in the event of unforeseen circumstances.

In conclusion, Sheavyn Associates Financial Management Ltd is a financial advisory firm committed to providing a wide range of financial and protection services to individuals, families, and businesses of all sizes. Our team of professional financial advisers is dedicated to helping you make informed decisions about your financial future, providing clear, no-jargon advice tailored to your personal circumstances. Whether you are looking to grow, protect, or manage your wealth, plan for your retirement, or purchase a property, we are here to help you achieve your financial goals and dreams.