Neal Sheard Financial Management Limited

Neal Sheard

DipPFS Cert CII(MP)

I believe passionately in building long-term relationships with my clients, through the provision of regular and trusted advice.

About

I specialise in providing Wealth Management and Financial Planning advice to individuals, families, business owners and trusts.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

Use these calculators to help you determine more about your current or future financial position.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 23/03/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Neal Sheard Financial Management Limited is registered in England and Wales, Number 12985341. Registered Office: 32 Grundale Kirk Ella, Hull, East Yorkshire, HU10 7LD.

Copyright St. James's Place © 2025