Wealth Management

Wealth Management
Wealth Management
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
Meet the team

Benny Sheridan
Director

Miriam Sheridan
Director

Brian Flanagan
Financial Advisor
Your benefits…
Wealth management advice from Sheridan Insurances comes with a variety of benefits such as:
Qualified, impartial advice
A wide range of 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
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…
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