Jones Sheridan is committed to providing the highest quality service to our clients - here's what some of them have to say:

Our customers

I have savings investments and a private pension with Jones Sheridan Financial Services. They are an organisation that is extremely professional in all financial matters and provide excellent customer service. At all times they provide clients with the full facts concerning investments and provide full financial reviews every year, ensuring that they continue to provide only the very best service. 

I am treated very much as an individual and Jones Sheridan provides me with the very best advice at all times. They never encourage me to enter into a contract that is not suitable and most importantly, ask me to reconsider if I have a financial idea that may not be fully beneficial to me, turning down the opportunity to achieve commission on the investment in the process. 

This professionalism and outstanding customer care has resulted in me building a strong friendship with the organisation and their financial advisers. When I visit Jones Sheridan, I am simply going to see a friend for advice. 

If you are considering investing money, taking out a mortgage or a pension, you simply couldn't be in safer hands."

Mark Allan

TRB Chemedica and its staff have been ‘Gold' service clients of Jones Sheridan since February 2009. During that time we have been most impressed by the company's level of professionalism in all its dealings with us. Our enquiries are dealt with promptly and courteously and we are confident that our policies and investments are in good hands, which is no doubt due to regular contact and informative reports. We genuinely feel that we are valued customers.

Peter Hunt, Director

My wife and I have relied on Jones Sheridan for financial advice over a good few years and are delighted with the service which they provide. 

It may be that anyone who spends hours reading the financial columns of the press every day can look after his or her investments perfectly well - but neither of us feels particularly confident in matters of finance and we appreciate the friendly approach of Jones Sheridan and the way in which information is presented to us and explained.

Our attitude to risk was carefully assessed at the start and any proposals are tailored to our individual circumstances and needs. A regular eye is kept on progress so that modifications to our portfolio can be carried out as needed.

We both feel easier in the knowledge that our financial concerns are in good hands and consider ourselves fortunate to enjoy the services of Jones Sheridan.

John and Almut Muir

I have been a client of Jones Sheridan for over ten years and during this time the advice I have received from them has always been reliable and impartial. In particular my investments are reviewed regularly which is of high importance during these difficult financial times. 

I would have no hesitation in recommending them to anybody who needs professional and independent financial advice. 

Darren Walley

Thank you for all your help and advice. In the minefield of personal finance you have made everything simple and straightforward, maximising profits but also suggesting all the right protection.

Caroline Bailey

We first utilised the services of Jones Sheridan & Co at the small premises in Edleston Road in the last century, and have remained well-satisfied investors ever since.

Of recent years, Director Andrew Beattie has been our principal contact and we have come to treat him as a friend as well as the advisor who can point out ways to handle our affairs that are complex but which he is prepared to explain in careful detail.

At no time do we feel that we are financially ignorant for he is careful to couch his words so that we not only understand but welcome his corrections. No detail is disregarded and we value his personal service highly. Although there are many clients he is always OUR advisor.;

At our suggestion, several personal friends have become clients and all have been suitably impressed.

E W & M V Lighton

As founder directors of Jones Sheridan, we have been delighted with the professional manner in which our financial affairs have been handled since our retirement in 2004. It has given us a great deal of pleasure to see the company being developed by the present directors and staff

John and Susan Sheridan

Our Professional Associates

"When it comes to investments I want truly independent advice, a clear professional approach, and a commitment to my financial vision. That is what I get from Jones Sheridan and I will be using them in the future."   

Jonathan Rouse - Director, RED FRED LIMITED 

"We have worked with Jones Sheridan for a number of years and they have constantly demonstrated their wealth of experience whilst providing a first class service. When our own clients identify any financial service requirements, we refer them to Jones Sheridan without hesitation as we can rely upon their team to ensure sound advice is provided throughout."

David Morris - Director, Banks Sheridan Chartered Accountants 

"We have had dealings with the team at Jones Sheridan for a number of years now and have found their professional approach and friendly staff a pleasure to do business with. The advice and support given to clients that we've referred has been excellent and we would happily recommend our clients to them in the future."

Philip Heath - Partner, Heath's Insurance Brokers in Crewe 

Some other client comments

"We find your services excellent, from the way we are received by your staff, the way appointments are swiftly arranged and the efficient handling of our affairs by our personal adviser. How can you improve? Well Done!"

"I have been delighted with service I have received. The advice has always been given in a clear and understandable way. I have really appreciated this as I have found the financial aspects of retirement very daunting - So I have no suggestions as to how you can improve."

"Clear, independent advice given in a friendly, yet professional manner. All the relevant products were discussed at length and the risks fully explained."

"We have been very satisfied over the last 18 years the way our accounts have been dealt with."

"Service and advice from my adviser excellent, fully explained planning and fees. Very satisfied - will recommend."

"We thought the service we had from our adviser was excellent and we wouldn't do anything to improve this service. Thank you."