Sheavyn Associates Financial Management Ltd

Sheavyn Associates Financial Management Ltd 📊 Investments 🏘 Mortgages 💼 Pensions 🛡 Protection The practice is supported by our team of administration staff.

Welcome to Sheavyn Associates Financial Management Ltd

At Sheavyn Associates Financial Management Ltd our aim is to provide exceptional service to both private and corporate clients. Laurie and Josh are Directors and combined with Andy have over 40 years' experience in Retail and Commercial Financial services. We always aim to build long-standing relationships with clients, ensuring they remain a

t the centre of the relationship, whilst we fully support their individual challenges and aspirations. Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing our clients all have in common is the desire to have their wealth protected, supported and developed. Through our range of services, we work with our clients, providing the advice and guidance to achieve those desires. Our Advisers are each qualified to the required Financial Conduct Authority standards and combine expert technical knowledge, experience and industry awareness to produce financial planning strategies for clients within the United Kingdom. Investments can fall as well as rise, you may get back less than you invested.

When was the last time you talked about your future. Give one of our advisers a call today.0113 393 5260
27/08/2026

When was the last time you talked about your future. Give one of our advisers a call today.

0113 393 5260

When was the last time you reviewed your Pensions?
26/08/2026

When was the last time you reviewed your Pensions?

Give us a call to review your protection on 0113 393 5260
25/08/2026

Give us a call to review your protection on 0113 393 5260

01/07/2026

We are pleased to announce Sheavyn Associates Financial Management Ltd is now Directly authorised and regulated by the FCA.

We have moved away from being an Appointed Representative and offer fully independent advice meaning we can look at the whole of market to ensure the most appropriate advice is given for your circumstances.

07/01/2026

Are you looking for a new job in 2026?

At Sheavyn Associates Financial Management Ltd based in Wetherby, we are looking for a new Administrator or trainee paraplanner to help support our advisers and grow our team.

This is a full time position 9-5 and the role will include phone calls to clients and providers, uploading documents and dealing with general tasks.

For the right person this could also include ongoing training and qualifications to become an adviser.

If this is something you are interested in please contact Adele at [email protected] with your CV or call the office on 0113 393 5260.

🛡️
14/03/2025

🛡️

24/12/2024

🕝 The office will be closed from 2:30PM today and reopen 9AM 2nd January 🕘

17/12/2024

Please note that all our email addresses have changed to .co.uk

Our general contact email for the office is now [email protected]

For each adviser they have changed as follows:-

[email protected]
[email protected]
[email protected]
[email protected]

Could you please therefore ensure that you amend any contact details you have for us to ensure that you email the correct address moving forward although we will have a crossover period where the old addresses feed into the new one.

Apologies for any inconvenience however moving forward it is more efficient all round than which was always open to numerous mistakes!

May we also take this opportunity to wish you all a Merry Christmas and all the best for 2025.

Kind regards

Josh & all at Sheavyn Associates F M Ltd

10/04/2024

Our emails are back up and running.
Please re-send emails that have been sent to us in the last two days.

Thank you for your patience.

10/04/2024

Unfortunately our emails are down please call the office on 0113 393 5260 if you need to speak to us.

Our IT department is working hard to rectify the issue however any emails that have been sent in the last 2 days will have to be re-sent once the issue has been resolved.

We apologise for any inconvenience.

Address

Leeds

Telephone

+441133935260

Website

,

Alerts

Be the first to know and let us send you an email when Sheavyn Associates Financial Management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sheavyn Associates Financial Management Ltd:

Shortcuts

Share

Category