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

And the winner is……

By Martin Gregory on 1st December 2016

Congratulations to Church Minshull Aqueduct Marina, our winner of the Excellence in Customer Service Award at the 2016 South Cheshire … Read More

Spotlight on… Steven Pepper

By Martin Gregory on 25th November 2016

Hi Steven, let’s start with work; what does a ‘normal’ day constitute for you? Being one of the financial advisers … Read More

Autumn Statement 2016

By Martin Gregory on 25th November 2016

Delivered on the 5-month anniversary of the EU referendum, the Autumn Statement was largely occupied with the UK’s economic forecast. 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