I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.
I have been providing Wealth Management Advice in and around the South Yorkshire region for over 25 years and have been involved in all areas of financial planning.
I take pride in providing an outstanding client experience that is based upon the provision of trusted advice.
My career in Financial Services began in 1988 with Norwich Union and more recently I was employed by the Lloyds Banking Group over the period from 2002 to 2013. I have been fortunate enough to enjoy a very successful career to date which has allowed me to develop longstanding relationships, many of which have been as a result of client referrals.
After the regulatory changes in 2013, I identified with an opportunity to set up my own Practice and was invited to establish a Partner Practice of St. James's Place. Now, as the Principal of Shearwood Financial Management I am able to continue to promote those long term relationships, helping individuals and corporate clients to secure their financial future. I invite new clients to allow me the opportunity to share my knowledge of wealth management and financial services and to also become advocates of my services.
I hold the Diploma in Financial Advice which together with my years of wealth management experience gives me the ability to really understand and engage with clients to provide bespoke solutions and a level of personalised services that places you, my client, at the centre of everything that I do.
I am a family man and enjoy getting out and about with my children walking in the Peak District as well as keeping fit. We enjoy taking holidays together and sharing laughter over a good plate of food.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.