Financial Services

Our associated company Banks Sheridan Wealth provide the highest level of service and care, giving peace of mind for a secure financial future ahead.

No matter what your requirements our experts work with you providing tailored solutions ensuring your hard-earned money is achieving your aims.

Working in collaboration with our accountancy, tax and payroll specialists, our financial services team ensure that there is a team-focused effort in effective planning for a future in a way that suits you.

Click on any section within our financial planning section to take you to the dedicated Banks Sheridan Wealth website.

Banks Sheridan Wealth ltd is authorised and regulated by the Financial Conduct Authority

https://www.bswealth.co.uk/

Get in touch

Online Resources

Online calculators

Includes calculators for mortgages, loans, APR, payslips, VAT, stamp duty, company car and fuel benefits.

Tax rates & allowances

The latest tax rates and allowances.

Tax calendar

The online tax calendar shows the key tax deadlines.

Downloadable forms

Some useful forms from HMRC and Companies House.

“Stuart Banks of Banks Sheridan acted as a lead adviser to our MBO team. He provided a number of innovative solutions to various tax and financing issues we faced. These really did help us to complete a successful deal. I would have no hesitation in recommending Stuart to others looking to undertake a similar transaction.” Andrew Newton - Managing Director, Sugarich Limited

“Stuart, Darren and the team have worked closely with us for over ten years on various financial issues and I have found them to be very helpful and professional. The service has always been first class and the advice given has helped us to grow our business.” Jeff Batson - Joint Managing Director, Ralawise Limited

Working with Banks Sheridan

Straightforward Guidance

Demystifying tax complexities with clarity and precision.

Prompt and Efficient Service

Commitment to returning calls within 24 hours and delivering accounts within a predetermined schedule.

Personalised Financial Expertise

Forge a strong partnership with a dedicated Banks Sheridan consultant, ensuring continuity and understanding.

Engaged, Attentive, and Present

Chartered Accountants are genuinely invested in understanding and addressing your needs.

Get in touch

Free discovery chat text here / We aim to respond to each enquiry within 24 hours etc.