Simply Wealth – Our Autumn Winter Quarterly Sumary

Andy Peat Design works hard to provide a targeted graphic design service to businesses, so it is important that affairs need to be covered with regard to unforeseen events and that financial cover is in place. My wife Lorraine and I recently wanted to review our affairs with regards to life insurance cover to see…

When my mum received a letter from her bank asking if she was sure her investments for her pension were not mis-sold to her and please sign here to confirm she was ok with everything, she asked if I knew of anyone who could advise her. I immediately turned to Karen Sheldon of Sheldon Flanders…

As a small charity we are always needing a regular source of income to enable us to budget. I would like to thank Karen of Sheldon Flanders Financial Services, for making us their nominated charity. They have kindly set up a standing order to donate every month. This has helped us a huge amount, by…

Like many self-employed people, my biggest financial concerns have always been whether I can pay next month's bills and is my cashflow good enough? However, as I'm about to turn 50 and my children are coming up to the end of their time in school the need to plan ahead came more and more to…

Karen has been handling my clients for some years now and the responses I get from them is overall just brilliant. She is professional and accurate in the way she explained and handled my clients and their needs. I will have no hesitation whatsoever in recommending Karen and her services she offers as an IFA…

Being an expert insurance broker who pride ourselves on the service and products we provide to our customers, we have built a team of close referral partners who we know we can trust and will provide the same to our customers and contacts when we recommend to them. Having worked with Karen and her team…

As the founder of OnDemand Business Support who helps other businesses save time through providing professional office support, I was delighted to meet Karen Sheldon. She made renewing Life Insurance easy whilst offering expert advice on products and benefits of the various policies. Karen and her team were professional, pleasant to deal with and made…

A big thank you for your input last night at the "So you want to be a landlord" event. I hope the inclusion of "the portfolio of investments" made people think about how they spread their risks! Your content was exactly what I was after and your timing perfect! Keep the presentation as I may…

Here at Print Spin we have been going for 28 months and in that time have seen real business growth. I thought it was the right time to get the not really exciting stuff in business sorted, a pension! We turned to Karen Sheldon at Sheldon Flanders Financial Services based in Derby for this. Karen…

I had been fortunate enough to have worked within TNT and latterly CEVA Logistics for thirty-four years, and during this time all my pension requirements had been dealt with by my employers. However, in August 2008 I was made redundant, and therefore my pension was frozen. Not having been in this situation before I was…

I would like to take this opportunity to thank Karen for her assistance with our recent financial planning. Karen's advice, expertise and patience makes the complex world of tax planning certainly seem a lot less stressful and Karen's knowledge of the industry is second to none. I can highly recommend Karen's services for any financial…

As the main income earner in our household, with 3 children, I had been worried about what might happen to me and more importantly my family should anything happen to me. I knew I needed to seek advice but had always put it off, as I have very little knowledge about all things financial services…

I first met Karen when I very first started my business JMW Energy Consultants 6 years ago. It was Karen that made me realise how important it is to protect my family from financial hardship if I was to unexpectedly pass away or become critically ill and not be able to work. Karen listened to…

Sheldon Flanders Financial Services provided exceptional guidance when evaluating our corporate insurance and pension arrangements. Karen's thorough approach, clarity, and deep market knowledge gave us total confidence in our planning. We highly recommend Karen to any business looking for dependable, high-quality financial advice.

Working alongside Karen Sheldon and Sheldon Flanders Financial Services has been an absolute pleasure. Her client-first mentality, prompt communication, and dedication to finding the best financial protection products make her a trusted partner. We consistently recommend Karen to our clients and colleagues.

I'd like to say a massive thank you to Karen at Sheldon Flanders. I went to see Karen when I finally realized that I needed to get my historic pensions sorted out and all brought together. Karen took all the time I needed to explain my options, the benefits and downsides of each option and…