Secure your future today

Impartial advice on getting the most from your financial resources.

Give us 10 minutes of your time, when it suits you, to talk to one of our qualified financial advisors.

Schedule a callback

Financial Advice

Secure your future today

Impartial advice on getting the most from your financial resources.

Give us 10 minutes of your time, when it suits you, to talk to one of our qualified financial advisors.

Schedule a callback

Financial Advice

With the right support, understanding and managing your finances can give you a sense of direction about the future. Whether you are saving to buy a house, to educate your children or create a comfortable retirement, strong financial planning can help you achieve this.

At Sheridan Insurances, we know how important it is for you and your family to be financially secure. Our qualified financial advisors provide a holistic approach to your finances that will take into account your short, medium and long-term goals. We will discuss your current situation, what you are working towards and work together to develop a structured financial plan. That could include savings and investments, retirement planning, health and income protection.

Types of financial advice we offer…

Life Cover

Life Insurance is a key component of financial planning because it provides financial security for your family in the event of your untimely death.

None of us like to contemplate the worst, however ensuring financial certainty for your family after you’re gone is one of the most important financial decisions you will ever make.

You should consider life cover if:

  • you have dependents
  • you are thinking of taking a mortgage
  • are over 40 and realise you are not as fit as you used to be
  • are considering succession/inheritance tax planning.

There are three different types of life cover. Your Sheridan Insurances broker can help you determine which cover is right for your situation.

  1. Decreasing Life Cover (or Mortgage Protection): this provides cover for your mortgage balance. The amount you pay for the cover decreases as the capital on your mortgage is repaid.
  2. Whole Of Life Cover: this provides cover for the rest of your life. The younger you are when you take out this policy, the less you will pay for the premium.
  3. Term Assurance: this cover provides protection for your chosen level of cover for a specific period of time. When that time comes to an end, your policy expires.

Serious Illness Cover

Serious Illness Cover provides you with a lump sum payment should you be diagnosed with an illness that is listed on your insurance policy document. Common illnesses such as back injuries or angina are typically not covered. Those illnesses that are usually covered include:

  • some types of cancer
  • stroke
  • heart attack
  • multiple sclerosis
  • motor neuron disease
  • major organ transplantation
  • a benign brain tumour
  • severe burns
  • blindness

If you suffered with a serious illness and could no longer work, how would you manage to pay your bills?

An illness can have a devastating impact on your life and your family. It can create a number of financial challenges, from the cost of medicines and certain treatments to travel and parking. These can mount up quickly and place added pressure when you may already have a mortgage, car payment and other living expenses to take care of. Serious illness benefit puts your mind at ease and allows you to focus on your recovery plan.

 

 

 

 

Wealth Management

At Sheridan Insurances, our qualified financial advisors offer specialist wealth management services that take a holistic approach to our clients’ financial situation. This combines financial and investment advisory services to deliver detailed support in a range of areas such as detailed financial planning, investment management, tax planning, philanthropic planning and estate planning.

Wealth management objectives vary from person to person and it is important that you receive tailored advice that is specifically suited to your situation. In general, wealth management objectives can include:

  • financial goal setting and creating pathways to achieve the goals
  • maximising wealth
  • investment management
  • designing pathways for passing on wealth to the next generation.

The team at Sheridan Insurances is dedicated to helping you reach your financial and lifestyle goals. Through careful and in-depth planning that is tailored to your situation and needs, you and your family can look forward to a secure and comfortable future.

 

 

 

Meet the team

Benny Sheridan

Director

Miriam Sheridan

Director

Brian Flanagan

Insurance Broker

Your benefits…

Financial advice from Sheridan Insurances comes with a variety of benefits such as:

A wide range of financial and investment advisory services under the one roof
Comprehensive support to help achieve your goals
Tailored options to suit your situation
A dedicated team that understands your needs

Financial Advice FAQs

We want to make sure you know exactly what financial advice from Sheridan Insurances covers.
Take a look at our FAQs or talk to one of our qualfied financial advisors.

What is a financial plan?
Your qualified financial planner will work with you to draft a financial plan that takes into account your current situation and where you would like to be in the long term, such as the type of retirement you would like to have. The plan will detail strategies to help you achieve your financial goals and also include strategies for financial protection in the event you are unable to work, fall ill or die prematurely. A financial plan should be tailored specifically to suit the individual and their personal situation, the degree of risk they are comfortable with, and what they expect in the future.
What does a financial plan consist of?
It consists of your vision for your future and setting out the actions required to achieve these long term financial goals.

The first step is to calculate your net worth and spending habits. Your financial goals are explored next, followed by the development of tax-efficient savings strategies to help achieve them. A budget will typically be developed to cover your living expenses while other systems will be put in place for you to contribute regularly to your savings and investments portfolio each month.

How to talk to us…

We are here to help…

What our customers say...

James K.
James K.
1711655216
Excellent service provided by Audrey and Brian, and done in a very friendly and helpful manner.
Scott T.
Scott T.
1707225589
Excellent customer services from Stephen and everyone at this company!! 100%!
sindija S.
sindija S.
1693410355
Wonderful experience.Audrey very helpful and she provide excellent customer service.
Gerry H.
Gerry H.
1688593096
I recently had the privilege of dealing with Stephen in Sheridan Insurances regarding a complicated car insurance issue, (Well complicated for me). Stephen took the time to assess the situation, then spent an hour sorting through the various issues. He got me great cover at a fair price & made the experience seem so simple. All was done in a professional & friendly manner. I commend Stephen highly & the face to face interaction certainly beats the online quagmire frequently presented by most insurance companies.
Derek B.
Derek B.
1686751973
Dealt with Miriam in relation to my car insurance. Pleasure to deal with and great advice when insuring the car to bear in mind if I was going to add my daughter who was starting to drive as this could have an impact on her getting cover with particular insurers. Great service and advice
Dermot B.
Dermot B.
1685004982
We have worked with the Team at Sheridan Insurances for the past number of years on our Groups employees Health Insurance Scheme.Noeleen & her colleagues have provided a brilliant service giving clear and concise advice on a timely basis both to the company and on any employee queries that have arisen.
Mary S.
Mary S.
1684961878
Stephen helped me out with my first car insurance policy. He was great, made the process very easy, got me a good deal and was super friendly!
Fabulous service from Siobhan and the team in Sheridan Insurances. I am a client for a number of years and the services is always the same - perfect. A customer focused team.
Jean A.
Jean A.
1681485547
Excellent support, guidance and advice from the QFA, Audrey Jameson
Helen C.
Helen C.
1676397557
Thank you, Miriam, at Sheridan Insurance.  Being able to discuss my home insurance needs as an Holistic Therapist was so stress free and easy with you. Your attention to detail and professional way made the whole process so smooth.  Thank you for the human touch also, in taking the time to walk me through my policy.   Highly recommending your services and supporting your local business in Navan. Co Meath. Thank you, Miriam Sheridan and Sheridan Insurance. Helen Colgan
Richard L.
Richard L.
1675978984
Lifesavers – With 110% professionalism at all times, we were provided with much needed support and guidance under difficult circumstances, with a very tight deadline. Without the team in Sheridan Insurance’s diligence and effort, going the extra mile on more than one occasion, we can honestly say we wouldn’t have the secure future we can now look forward to. We would recommend Sheridan Insuances to anyone looking for any type of insurance. Hands down the best decision you'll make! Thank you Audrey, Brian and Niall. Richard & Maria Leonard
Fergal S.
Fergal S.
1666552611
An absolute pleasure to deal with, there is great communicators in Sheridan insurance, Brian Flanagan is an absolute gentleman. Will definitely be in contact with Sheridan insurance in the near future.
Pauline B.
Pauline B.
1654720862
Highly recommend this insurance company they have gone above and beyond to help me get my business insurance and at a great price.The staff couldn't have been any more helpful to me.Give them a call you wont be disappointed
Andrew S.
Andrew S.
1652453394
I used Sheridan Insurances in Cavan today and the service was absolutely first class. They were helpful, knowledgeable, professional and polite. I can highly recommend Sheridan Insurances.
Mary R.
Mary R.
1642105907
Well mannered and attended toWith ease and business done ..quickly
Eugene T.
Eugene T.
1536342515
Great gang in sheridans insurance very easy to deal with.. especially Tommy Brady top man when you need one..
Pip A.
Pip A.
1506949475
My name is Philip Sheridan Sides.I was buying a van on done deal when I saw the advert for Sheridan insurance. The playright Richard Brinsley Sheridan was one of my ancestors and that is where the Sheridan in my full name as we had the same name. \I rang the office for a quote and was put through to broker Kelly Crowe. My first premium was high as I had been with Dolman Insurance who specialise in Camper vans and my no claims on the camper van was not able to transfer. This is something I believe the insurance industry should change as it is unfair on camper van drivers who like myself at the tie use the vehicle as their only method of transport.This was seven years ago. I am a very busy free lance photographer, musician and I run an NGO called Whistles for Refugees.The NGO collects unwanted tents and sleeping bags at festivals, thus saving them from landfill thus turning this landfill into aid for the most vulnerable people on this planet fleeing the horrors of ISIS. Whistles for Refugees also brings whistles out to refugee camps, music is healing and the Irish tin whistle gives the opportunity for the refugees to learn and play Irish music with an instrument that is light portable, inexpensive to buy and relatively easy to learn.Sheridan Insurance are currently researching for an underwriter to provide public liability insurance for our NGO so that our volunteers are covered should they get pricked by a needle while cleaning out tents at festivals or any other risk involved in our work.Broker Kelly Crowe has been amazing at her job. From the very beginning Kelly was able to organise a quote, with my line of work and my bad luck with vehicles I am often having to rent replacement cars to make sure I get to my commissions safely and punctually. I am never 5 mins from getting my insurance transferred to keep my rental costs lower. I needed a copy of my no claims bonus to get insured on my partners camper van and this was emailed to me within 5 mins of my request, even though this was with a different firm!I also run a tour business bringing clients on adventures with sea kayaking and photography. Once again my broker was able to produce a policy that was affordable and organised with minimal fuss in minimal time.For quality, price and especially (what I believe is the most important in business) service, Sheridan insurance is second to none.I could not recommend Sheridan Insurance and my broker Kelly Crowe enough.
JP M.
JP M.
1495832320
We all hate shopping for insurance but the brokers at Sheridans do all the legwork for you and find the best deal and the cover you actually need - plus they are easy to deal with. You get assigned a broker and you can actually speak to a real human being. Great idea.
Next Reviewsjs_loader