Monthly Archives: April 2015

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

INVESTMENT

INVESTMENT




Invested in your best interest. Trusted, expert advice on savings and investments that works for you and your financial future.

When it comes to investing, nothing pays off more than the advice of a trusted expert. We can review current or recommended savings and investment plans to ensure they meet with your long term financial goals.

 

Whether you have current investments that need reviewing or are thinking about investing, we can give you expert insight into the best of what the market has to offer.

It’s our aim to bring you the most viable options available. We’ll examine what’s achievable in relation to your financial goals for the future, all associated risks and help you come to an effective and comfortable decision. 

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

KEYPERSON PROTECTION

KEYPERSON PROTECTION




Everybody is important to your business, but some losses are felt more than others. Reduce the impact with key person protection.

The loss of an invaluable member of staff can have a severe impact, leaving the business worse off financially and struggling to continue without that person’s expertise. Key person protection insures against such a loss to help secure future profits and sustainability.

 

When a key member of staff dies or is diagnosed with a critical illness, it can leave a company without essential skills and expertise, not to mention understaffed and struggling to manage until a suitable replacement can be found. In short, losing somebody integral is an overbearing detriment, one that often leads to financial problems in the long term.

Key person protection insures a business against such a loss, providing funds to help secure lost profits and implement new staff and procedures necessary to carry on as normal.

At Sheldon Flanders we help you select a cover plan – against death and/or critical illness – that best matches that person’s job role, skill-set and financial contribution to the business. After all, we understand the importance of a job well done.

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

SHAREHOLDER PROTECTION

SHAREHOLDER PROTECTION




Business as usual. Secure the funds and the framework necessary to protect your company and its partnerships.

The loss of a shareholder can leave remaining partners unsure about the future ownership of their company. We can help you to retain control and stability so business can carry on as usual.

 

When a shareholder or company partner dies or is diagnosed with a critical illness, it can leave the door open for anybody to come and take their place. This isn’t always in the best interest for the business.

With shareholder protection insurance, funds can be secured to buy back the shares necessary to retain control, ensuring initial ownership stands and normal business can resume.

At Sheldon Flanders we can establish the most suitable policy that is most beneficial to both the company and the family of the party that suffers ill-health or death. We’ll take you through the key features of every available option, make trusted advisements and help you with those important decisions because that’s our business.

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

PERSONAL PENSION

PERSONAL PENSION




Save for the future that you envisaged. Because the biggest, most important investments are often the most personal.

If you want to be financially secure in retirement but don’t have a pension scheme at work, then a personal pension can be a great way to save for the future you have in mind. We offer trusted, expert advice on choosing the right plan for you.

 

The key to a secure and comfortable future is successful planning. Even though you’ve not yet reached retirement age, there’s no better time to consider your long term financial plans.

Here at Sheldon Flanders we listen to what you want in later life and offer friendly, honest advice and expertise on how to secure a sufficient pension to meet your priorities.

There are so many different pension providers out there to choose from, each with their own benefits and stipulations, which is why we go through the details together, making advisements as we go, in order to find a plan to suit you best. Making the whole thing as simple and straightforward as possible.

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006

 

KAREN SHELDON

KAREN SHELDON

When I set up Sheldon Flanders I decided to be different by offering you clear and honest financial advice. 

My specialist area is pensions and my desire is to help you get the best return from your lifetime of hard work. 

I believe in the work-life balance and try to spend as much time as possible with my family and friends. I also believe in maintaining a healthy, active lifestyle and enjoy running on a regular basis. I have completed a number of challenges, from the national Three Peaks Challenge in 2014, to cycling the Coast to Coast in 2019. In 2023 I achieved my long term ambition to climb Kilimanjaro and hoping to visit the Great Wall of China in 2024. 

If you would like to get in touch then you can contact me on: 07737 816319 

 

Financial health is financial wealth.

If you want to be financially healthy, please book an initial meeting and let’s discover if we can help you
Call us on 01332913006