Skip to main content

Welcome to our meet the expert feature, where you’ll have the chance to get to know the people behind the series of events submitted as part of Huddersfield Business Week 2019.

Mark Stewart, Director at Sheards Wealth Management, is hosting a workshop on finances and how you can plan for the future. More info on Mark’s event can be found here.

Name, company and role:

Mark Stewart, Director Sheards Wealth Management Ltd

What does your company do, and how does your role support the company goal?

Sheards Wealth Management helps individuals manage their finances and live the kind of lives that they wish to do. I believe that my passion for the industry and service standards, along with our mission of providing ‘cutting edge’ results-driven financial advice for my client base is what sets me apart.

What is your career background?

I began my career in the insurance industry with the Refuge Assurance in 1988, within a few years I was promoted Assistant Branch Manager. I later went on to become a Financial Consultant with the Prudential.

In 1998 I joined Towry Law, a major Independent Financial Advisory firm where I delivered high quality financial advice to a broad range of clients.

I then became Director of Sheards Wealth Management Ltd in 2008 and haven’t looked back!

What makes your company stand out in your industry/sector?

We have a commitment to Lifestyle cash flow modelling to help our clients plans their finances well and arm them with the best knowledge on how to plan for retirement and financial freedom.

What is your proudest achievement since being with the company?

At our busiest we had 5 consultants, and 4 support staff turning over a significant amount of business.

What is your top tip for success in business/career?

Put in hard work and always have a clear goal for your business.

Why are you passionate about being located in Huddersfield?

I like the fact that it is not a busy city that takes time getting in and out – the commute to and from work is relatively short and pleasurable!

What do you enjoy doing when not at work?

I enjoy spending time in my holiday home in Spain!