Wealth management firm marks milestone with record year

Huddersfield-based financial advisory firm Sheards Wealth Management is celebrating a decade in business following a record year in 2017.

The firm, which was established by director Mark Stewart in 2008, reported a 35% increase in turnover in 2017 to £362,000, its most successful year to date.

To support the increased demand from its expanding client base, the firm has almost doubles its team.

In the last six months, three members of staff have been recruited – Darren Brock, an independent financial adviser, Suzanne Lubenko, a paraplanner, and Conor O’Brien, a financial administrator.

Stewart said: “It’s such an exciting time for Sheards Wealth and with our 10th anniversary this year, we’ve got a lot to celebrate. I’m delighted that Darren, Suzanne and Conor have joined our fantastic team as our client portfolio continues to grow.

“Our 10th year in business will see us continue to strengthen our lifestyle planning offering. We use a bespoke system that allows us to give our clients a clear indication of their current financial situation is and what that means for the future.”

Sheards Wealth Management offer a range of services from pensions and retirement planning, to inheritance tax mitigation using bespoke lifestyle cashflow modelling.