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Why CHFP

Why CHFP
Why CHFP 2017-05-18T18:30:08+00:00

Pensions, Investments, Protection, Financial Planning

We pride ourselves on giving jargon free advice as we never want our clients to be confused and we will talk to you in a language which you can understand.

Cricket Hill Financial Planning is a family owned and run business led by Jeremy Sheard (our Managing Director with over 40 years experience in financial services) ably supported by both of his daughters, a strong supporting management and administration team, many of which have been with the firm since day one, and an experienced team of diploma qualified financial advisers.

At Cricket Hill Financial Planning we have been helping clients plan their financial futures and been on hand to ensure that they get the most out of their savings for over 10 years. We have a great team of people who are well qualified and have a friendly, down to earth approach.

We operate from a single office in Barnsley (the heart of Yorkshire) but have clients across the UK. Meetings with clients can be held in our office or at a location of your choosing.

Please contact us if you would like to speak to one of our advisers for a free initial appointment. This service is of course without obligation and provides you with an overview of your present and future financial situation delivered in a friendly, professional manner.

The information contained in this website is for general information only and is not financial, investment or tax advice. If you would like to discuss a particular issue or generally ask us how we can advise on your situation then please contact us using the details on this website.

We are restricted advisers and will act on your behalf for the purposes of arranging and advising on pure protection, investments and pensions. Under the terms of Financial Conduct Authority (FCA) regulation, we will classify you as a retail client for investment business and will act in your best interest at all times.

Do you need help with your retirement income options?

As professional authorised financial advisers, we provide advice to clients on a wide range of financial matters. We are able to give clear, easy to understand advice to meet your objectives. Call us today on 01226 323000 to book an appointment with one of our financial advisers at a time to suit you.

When do you want to retire and how much income will you need? Contact us to book an appointment with one of our financial advisers at a time to suit you to discuss a review.
Cricket Hill Financial Planning Ltd do not advise on the suitability for a client of investing in :

Investment Trusts

Venture Capital Trusts

Enterprise Investment Schemes

National Savings and Investment Products

Bank and Building Society Accounts

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