Business Details
Your Trusted Financial Partner in Wetherby
At Sheavyn Associates Financial Management, we prioritise understanding your unique financial circumstances to create tailored strategies that align with your aspirations. Our team of experienced professionals specialises in wealth management, pension planning, and mortgage solutions, ensuring clients receive clear, jargon-free advice. With a focus on long-term relationships, we provide ongoing support to adapt to life's changes, safeguarding your financial future.Our commitment to transparency and client-centric service has earned us trust within the Wetherby community. By combining industry expertise with a personalised approach, we empower individuals and businesses to achieve their financial goals with confidence.
Services
Wealth Management
Pension Planning
Mortgage Advice
Tax Efficiency Strategies
Investment Portfolios
Protection Planning
Retirement Income
Business Protection
Equity Release
Financial Forecasting
Highlights and features
- We provide personalised financial strategies tailored to individual client needs
- Our team holds Chartered Financial Planner qualifications and decades of local expertise
- We offer ongoing portfolio monitoring and regular plan reviews
- Our advisers maintain FCA-regulated compliance standards
- We specialise in tax-efficient investment solutions for UK residents
What people say
Personalised service
Expert pension advice
Responsive support
Clear communication
Market expertise
Services
Wealth Management
Our wealth management service helps clients preserve and grow assets through diversified investment strategies. We create tailored portfolios considering risk tolerance, financial goals, and market conditions. With regular reviews and rebalancing, we ensure your wealth works effectively for both current needs and future aspirations while maintaining appropriate risk levels.
Pension Planning
Specialising in comprehensive pension solutions, we help clients maximise retirement savings through SIPP management, state pension optimisation, and workplace pension advice. Our approach considers tax implications, income requirements, and longevity to create sustainable retirement income streams tailored to individual circumstances.
Mortgage Advice
We provide expert mortgage guidance covering first-time purchases, remortgaging, and buy-to-let investments. Our advisers compare market options to find competitive rates while considering long-term financial implications. We also advise on associated protection strategies to safeguard mortgage commitments against life's uncertainties.
Investment Portfolios
Our investment services create diversified portfolios using unit trusts, equities, and collective investments. We assess clients' risk profiles and financial objectives to construct balanced portfolios that align with their investment horizons. Regular performance monitoring ensures strategies remain aligned with changing market conditions and personal circumstances.
Protection Planning
We design comprehensive protection strategies including life assurance, critical illness cover, and income protection. Our approach ensures clients have appropriate safeguards against unforeseen events while balancing premium costs with coverage levels. We also advise on business protection strategies to safeguard commercial interests.
People
Laurie Sheavyn
Director
As practice director, Laurie oversees all operations and compliance matters. With over 25 years in financial services, he specialises in strategic wealth planning for high-net-worth individuals and businesses.
Josh Woodhall
Financial Adviser
Josh provides tailored financial solutions for private clients, focusing on retirement planning and investment management. He holds advanced qualifications in pension transfers and complex financial planning strategies.
Andy Ellis
Chartered Financial Planner
Andy offers holistic financial planning to individuals and business owners, specialising in tax-efficient investments and intergenerational wealth transfer strategies. His 18-year career includes managing multi-million-pound portfolios.
Bradley Roberts
Financial Adviser
Brad focuses on mortgage solutions and protection planning, helping clients secure their financial futures. He has particular expertise in remortgaging strategies during periods of market volatility.
Chris Redgrave
Financial Adviser
Chris specialises in financial and protection planning for small businesses and self-employed professionals. His experience includes advising on business succession planning and corporate pension schemes.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering pensions, investments, mortgages, tax efficiency, and protection strategies tailored to individual circumstances.
Are your financial advisers qualified?
Our team includes Chartered Financial Planners with FCA-regulated qualifications and decades of combined industry experience.
How do you charge for financial advice?
We operate transparent charging structures with fees based on the complexity of advice required, always disclosed upfront.
Can you help with mortgage arrangements?
Yes, we offer mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments with access to whole-of-market products.
Do you provide ongoing financial support?
We offer regular portfolio reviews and life event check-ins to ensure your financial plan remains aligned with changing circumstances.
What protection strategies do you recommend?
We advise on life assurance, critical illness cover, income protection, and business-specific protection tailored to individual risk profiles.
