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ABOUT US

Sheraton Financial Planning is a boutique provider of informed and independent financial advice,

with a specialism in helping those clients nearing, or at retirement, to plan for a better tomorrow.

 

Our financial planners will guide you through a process which helps you to define your objectives and dreams, then develop strategies to set up on your path toward achieving them. They will monitor your progress and

help you to avoid critical mistakes along the way.

 

Based in Wickham in the Meon Valley countryside near the M27, Sheraton Financial Planning is an independently owned financial planning practice. We specialise in the provision of comprehensive, in-person advice and planning for a select number of private clients.

 

Typically, we work with successful professional and business owners, who are approaching retirement or in active retirement and serious about their finances. Our approach extends beyond traditional financial advice. We empower you to make life-changing decisions, establishing your lifestyle goals and then creating a

plan to organise your financial resources, in order to achieve them.

 

We focus on building long-term, collaborative relationships, with an emphasis on personalised service.

It is our commitment always to act in your best interest: this will build trust and give you the confidence that your affairs are in safe hands.

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Professional memberships and designations:

OUR CORE VALUES

GREAT SERVICE

TOTAL INTEGRITY

COMMITTED TEAMWORK

EMPOWERING OUR CLIENTS

AIMING FOR SIMPLICITY

KEEPING IT PERSONAL

WHAT MAKES US DIFFERENT?

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WHAT MAKES US DIFFERENT?

1. LIMITED CLIENT NUMBERS

 

We only wish to work with clients who value our approach and

wish to forge long term relationships to help them achieve their

financial goals.

2. FEE BASED SERVICE

 

We have no conflict of interest in selling products, changing client’s

portfolios unnecessarily or maximising chargeable time. This allows

us to always work in the best interest of the client. If products or

investments are required, then we will use ones that leave as much

money with the client.

3. CLIENT CARE

 

Our clients benefit from ongoing and pro-active client care to ensure

that their affairs are always as effective and efficient as possible.

 

Some of the standard services our clients enjoy are:

 

→  Review meetings, usually held annually

→  Interim meeting if required to discuss any

     topic at the discretion of the client or their

     professional advisers

→  Unlimited phone and email support

→  Monitoring and regular rebalancing of

     investment portfolio

→  Via your smartphone, the SheratonConnect

     app enables secure communication and valuations 24/7

CORPORATE OVERVIEW
(IN BLACK AND WHITE)

Created in 2006, Sheraton is a fee-based financial planning practice, created to provide a service to clients on the principals of financial planning. We specialise in providing a quality service to clients who want clarity on understanding their current situation and to help them get from A to B. 

These clients benefit from regular, personalised client care. The client is central to the offering, with all fees agreed in advance and separated from the sale of products. 

Our Financial Planners are amongst the most qualified in the country, providing the highest possible level of expertise and service. Our planners are both Certified Financial Planners (CFP™) and Chartered Financial Planners.

In addition to this, Sheraton Financial Planning is an CISI Accredited Financial Planning Firm and an CII Chartered Financial Planning Firm, which are annual designations to firms that continue to provide ongoing advice to clients, as well as meet ongoing ethical behaviour in their dealings. 

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