Expert advice to help you succeed

With more than 25 years’ experience as a Wealth Manager I pride myself on offering professional, expert and ethical services, consulting on personal and business financial challenges.

Sheena Doherty

Senior Wealth Management Consultant

My Approach

A down to earth, common-sense approach.

I offer full holistic financial planning – this means we get to know you and your goals and concerns before recommending any services. Once I have a deep understanding I can create a financial plan that takes a long-term view and hones in on specific areas you may need solutions for, such as;

• Succession Planning
• Inheritance Tax Planning
• Investment Planning
• Retirement Planning
• Protection
• Tax planning

This financial plan is presented to you in a clear, jargon-free way. When you are happy, I then implement the services and products required.

I pride myself on having an extremely friendly and amicable approach – I really value relationships and enjoy getting to know my clients as people. Once you become a client this relationship is continually strengthened through regular reviews and support, to help keep your plan on track and adapt it to any changes in circumstance.

How I Help You

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Our team are ready to help, you can contact us on 01422 893531 or email us at the link below.