Sheavyn Associates Financial Management logo

Tel: 0113 393 5260

Leeds based, operating nationwide
Helping individuals & organisations realise & achieve their financial goals for over 27 years
Build long-standing relationships with clients, ensuring they remain at the centre of the relationship

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 the Directors and combined with Andy they have many years experience in Retail and Commercial Financial services.

The practice is supported by our team of administration staff, led by Maxine, the practice Manager.

We always aim to build long-standing relationships with clients, ensuring they remain at 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.

Your investments can fall as well as rise and you may get back less than you invested.

The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Don’t just take our word for it. Here’s what our clients have to say about Sheavyn Associates…

“Laurie arranges all our personal financial needs and has done so for a number of years. He provides advice and guidance in all areas including our protection and mortgage needs and investments and planning for retirement at a later date which we find extremely valuable and informative as these are complicated areas which needs the expert advice which he provides.”

Mark R

Sheavyn Associates Financial Management logo

Registered in England & Wales. Registered Number 9275997.

Registered Address:
11 Leeds Road
Barwick in Elmet
LS15 4JE

Tel: +44(0)113 393 5260