- Angela S Gleave
It is important as a legal practice to ensure that clients receive clear and independent financial advice to enable informed decisions to be made about their financial future.
Many of my clients in particular require independent advice with regard to their pension investments and I have no hesitation in referring such clients to Steven Pepper, who has always provided excellent standards of service, liaised with me throughout and enabled my clients to proceed and make informed decisions about the steps which they must take. As a result of this, I am happy to endorse Steven and continue to refer my clients to him for advice.
- John and Susan Sheridan
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.
- Caroline Bailey
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.
- Darren Walley
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.
- John and Almut Muir
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.
- Peter Hunt - Director
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.
- Mark Allan
‘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.”
- Brenda Evans
Jones Sheridan give sound advice, simply put! Each client is treated as an individual with advice suited to personal needs. The staff listen, make notes and initiate a reply with advisers qualified and keen to share their knowledge of products and keep an eye on market developments. We also receive a monthly newsletter which gives facts, advice and explains what impacts are around the corner. They have their fingers on the pulse! Jones Sheridan is more!
- Mark and Maggy Washington
‘Previously we have been advised by our brother-in-law but since his retirement we have found Jones Sheridan to be absolutely brilliant. We recently had a family emergency and it would have been so easy for our adviser to treat our circumstances like any other and work in line with the usual processing times. We really feel our adviser went the extra mile to help achieve our objectives and adjust our finances and completely exceeded our expectations.
We genuinely could not be happier with the service and the outcome. We will be forever grateful to Cera and the Jones Sheridan team for their efforts during a difficult time.’
- Mary C Dalley
‘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.’
- Scott Woodcock - Director, Active Supply & Design (CDM) Ltd
‘Steven has been invaluable in the understanding of my personal requirements. The advice he has given has helped during what has been a volatile and turbulent economic period. Jones Sheridan has been, and will continue to be, a great pleasure to do business with and I look upon Steven as not only an adviser but also as a trusted friend.’
- Brian and Susan Cliffe
‘We have received financial advice from Jones Sheridan since it took over our previous adviser, Wealth Management Trust. Steven Pepper was allocated to be our adviser from that time. Over the following years, we have been very satisfied with the advice of the firm, particularly Steven. Whilst we have no great financial knowledge, we have explained to him our requirements and have trusted and accepted his advice. We have had no trouble in being able to contact him and have always found him a most pleasant and courteous young man.
We have no hesitation in recommending both him and Jones Sheridan to others.’
- Gemma Ambrose - Hibberts Solicitors, Nantwich
‘I have used Jones Sheridan for a number of years, particularly in respect to trust and estate work. They understand the complexities of trust administration and the need to balance various beneficiaries’ interests. I have found them to be professional yet approachable and would recommend them to future clients.’
- Trevor Tutt - Director, Resolved Business Solutions and Private Investor
‘I have been with Jones Sheridan for a number of years now and have always received excellent professional, independent advice, which was translated into my financial vision. My investments have grown above market rates and I have found them to be very responsive to my needs. I will continue to use them in the future and would recommend them to my associates.’