Helping you grow financially, for a better future

Why choose us?

Choosing us means choosing quality and reliability. Our team are dedicated to providing exceptional service and products that exceed your expectations.

We’re here to help you make the best decisions for your financial future, no matter your stage in life.

Our team is made up of experienced professionals that are dedicated to providing personalised advice to each of our clients. We offer tailored strategies and solutions to help you reach your financial goals.

Whether you’re planning for retirement, saving for something specific or simply looking to protect your assets, the team at Banks Sheridan Wealth are here to support you every step of the way.

About Us

Our Services

Financial Planning

Helping you build an overall financial plan for your future.

Investment Management

Ensuring you have the right investment strategy for your plan.

Retirement Planning

Helping you to take control of your retirement plan, feel confident you can stop working when you want to and enjoy the retirement you deserve and achieve financial freedom.

Tax & Inheritance Tax Planning

Helping you to make the most of allowances, whilst ensuring you're saving and investing tax efficiently.

Protection Planning - Personal & Business

Helping you to protect yourself or your business if the worst case happens.

Get in Touch

Banks Sheridan Wealth Limited

Datum House,

Electra Way,

Crewe,

Cheshire,

CW1 6ZF

01270 530971

o.bridgman@bswealth.co.uk

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Belinda

“Ollie Bridgman has been my financial advisor for 15 years and it has been an extremely positive experience. Not only has my personal wealth grown during this period as a direct result of Ollie's advice and supervision, but he has also acted swiftly when there have been changes in tax and other income related rules, so that I was still able to maximise my earnings. He responds swiftly to queries and is always available for a call or a meeting. I would strongly recommend Ollie to anyone who is in search of a financial advisor and feel my wealth is in very safe hands.”