July 28, 2014 3:47 AM ET

Capital Markets

Company Overview of Jones Sheridan Financial Consulting Limited

Company Overview

Jones Sheridan Financial Consulting Limited provides financial advisory services for personal and corporate clients. The company provides financial planning services on pensions, including new or existing pension plans, stakeholder and executive pension plans, self invested personal pensions, small self administered schemes, and group pension schemes, as well as retirement options, such as annuities and income drawdown/ASP. It also offers services on portfolio constructions and risk analysis, investment bonds, PEP transfers, estate preservation/IHT planning, and ethical investments; life assurance, critical illness protection, income protection assurance, private medical insurance, and long ...

Datum House

Electra Way

Crewe,  CW1 6ZF

United Kingdom

Founded in 2003

Phone:

44 12 7053 0975

Fax:

44 12 7065 6075

Key Executives for Jones Sheridan Financial Consulting Limited

Managing Director and Director
Managing Director and Director
Finance Director
Independent Financial Adviser
Independent Financial Adviser and Director
Compensation as of Fiscal Year 2014.

Jones Sheridan Financial Consulting Limited Key Developments

Jones Sheridan Financial Consulting Seeks Acquisitions

Jones Sheridan Financial Consulting Limited expects a year of transition, but would be open to future acquisitions if the “right opportunity” came along, David William, Managing Director of Jones Sheridan Financial Consulting, said. He said he had recently been approached by firms looking to be bought, and would consider smaller organizations that "would not heighten business risk".

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
October 8, 2013
Wealth & Trustee Management Limited
 

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