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.
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.
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.
Venture Capital Trusts
Enterprise Investment Schemes
National Savings and Investment Products
Bank and Building Society Accounts