Who we work with

We enjoy helping people with pragmatic, financial guidance, whether it’s to enable them to retire earlier, help their children through university, or look after elderly parents in care. Quite simply, we’re here to help people who just want their money to work as hard as it can for them.

Who we are

We are one of the leading Independent Financial Advisers in the North West, with loyal clients based in Cheshire, Staffordshire, Shropshire, Lancashire and Derbyshire. We see financial planning as a journey. We will take time to understand the direction you want to be heading and your ultimate destination, then put steps in place to help you get there.

What we do

With our team of highly qualified advisers, we want to achieve things for you that you couldn’t do on your own. So with our years of experience, together with our extensive knowledge, we recommend the most appropriate solutions for you.

News

April 2017 – market review

By Martin Gregory on 8th May 2017

Andrew Milligan, Head of Global Strategy at Standard Life Investments, talks you through the markets in the month that was … Read More

What we do

With our team of highly qualified advisers, we want to achieve things for you that you couldn’t do on your own.

So with our years of experience, together with our extensive knowledge, we recommend the most appropriate solutions for you.

Find out more

Who we work with

We enjoy helping everyday people with pragmatic, financial guidance, whether it’s to enable them to retire earlier, help their children through university, or look after elderly parents in care.

Quite simply, we’re here to help people who just want their money to work as hard as it can for them.

Find out more
Prior to Jones Sheridan taking over our finances we were not 100% happy, but ever since Cera Taylor took over we feel we have had very good financial advice; she is a person whom we can talk to and ask questions. We look forward to continuing doing business with Jones Sheridan. - Mary C Dalley