Successfully Providing Financial Advice for over 10 years

Our vision is to help clients plan their financial futures and get the most out of their savings.

We pay due regard to the interests of customers and treat them fairly

We believe financial advice should be jargon-free and simple. We help to make this possible.

Retirement Made Simple

Cricket Hill Financial Planning is a family business led by Jeremy Sheard (our managing director with over 40 years’ experience in financial services). He is ably supported by both of his daughters, a strong supporting management and administration team, many of which have been with the firm since day one, and an experienced team of diploma qualified financial advisers.

 

At Cricket Hill Financial Planning, we have been helping clients plan their financial futures and been on hand to ensure that they get the most out of their savings for over 10 years. We have a great team of people who are well qualified and have a friendly, down to earth approach.

We operate from a single office in Barnsley (the heart of Yorkshire) but have clients across the UK. Meetings with clients can be held in our office or at a location of your choosing.

Meet the Cricket Hill Team

Sarah Sheard

Director

I hold a Senior Manager function, and I look after Day to day business operations of our busy office.

Tom Harper

Financial Adviser

Diploma in Financial Planning (DipFA)

Mark Briggs

Financial Adviser

Diploma in Financial Planning (DipFA)

Michelle Richards

Financial Adviser

Diploma in Financial Planning (DipFA)

Banyamin Yasin

Financial Adviser

Diploma in Financial Planning (DipFA)

Lisa-Jade Ellaway

Financial Adviser

Diploma in Financial Planning (DipFA)

Sharon Watkins

Service Administrator

I work in the Service Department and I am a friendly point of contact for our clients. I have worked at Cricket Hill for 9 years.

Caroline Tinker

Pension administrator

I work in the New Business department and support the service team.

Gemma Cartwright

Service Dept Manager

Responsible for day to day administration and making sure existing customer policies are accurately maintained and serviced.

Janet Hartley

Accounts Manager

I deal with invoices, Sage and assisting the Directors.

Christina Hutchins

Service Administrator

I work in the service department and I am a friendly point of contact for our clients.

CORE VALUES

Services we serve nationwide

We provide pensions advice, insurance services, payment protection and investments & savings insurance. Whatever your needs our expert term will be happy to help.

Pension Advice and Expertise

Pension Advice and Expertise

Retirement Planning

Retirement Planning

Income & Life Insurance

Income & Life Insurance

Investments & Savings

Investments & Savings

 Individual Savings

Individual Savings

Investment Protection

Investment Protection

We would love to hear from you

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Latest News

Our Macmillan coffee morning

Our Macmillan coffee morning

Thank you to everyone who came to our coffee morning we made £300 for Macmillan #cancersupport #wordsbiggestcoffeemorning #helppeoplelivingwithcancer

Macmillan Coffee Morning 2019

Macmillan Coffee Morning 2019

We all love a slice of cake with a cup of coffee, which is why we’re so excited about this year’s Macmillan Coffee Morning. Join us 10.30am -11.30am Thursday 26th September Unit 8a Maple Estate Stocks lane Bansley S75 2BL

How pension consolidation, if it is in your best interest can make things clearer and easier to manage.

How pension consolidation, if it is in your best interest can make things clearer and easier to manage.

Do you have old pensions scattered around which can feel messy and can lead to confusion and hassle? Contact us to book an appointment with a local financial adviser to discuss ways we might be able to help you.  01226323000 or an email info@crickethill.co.uk