Wealth Management
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 financial planning, investment management, and estate planning.
Our wealth management clients enjoy the in-depth expertise and personal attention provided by our qualified advisors.
Wealth management objectives will 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 plans to achieve the goals
- maximising wealth
- investment management
- proactive succession plannings
Your benefits…
Wealth management advice from Sheridan Insurances comes with a variety of benefits such as:
Qualified, impartial advice
Comprehensive support to help achieve your goals
Tailored options to suit your situation
A dedicated team that understands your needs
Meet the team
Benny Sheridan
Director
Miriam Sheridan
Director
Brian Flanagan
Financial Advisor
How to talk to us…
Request a Quote
Speed up your quotation by filling in our online home insurance questionnaire. Then request a call back and we’ll have prepared everything you need to know to choose the right coverage for your needs.
We are here to help…
What our customers say...
sindija S.
1693410355
Wonderful experience.Audrey very helpful and she provide excellent customer service.
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.
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.
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!
Margaret McKeon B.
1684852249
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.
1681485547
Excellent support, guidance and advice from the QFA, Audrey Jameson
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.
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.
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.
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.
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.
1642105907
Well mannered and attended toWith ease and business done ..quickly
Eugene T.
1536342515
Great gang in sheridans insurance very easy to deal with.. especially Tommy Brady top man when you need one..
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.
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.
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