Wills and estates planner appointed at growing advisory firm

Leading Huddersfield based financial advisory firm, Sheards Financial Management, has appointed a new advisor to the business as it continues its ambition to offer a holistic financial planning service to its clients.

Joining the firm as wills and estates planner Najinder Singh Devgun, who having previously qualified as a solicitor and spent a number of years working in private practice, brings significant expertise to Sheards Financial Management which will enable them to further support their clients in effectively managing estates and assets.

The advisory firm supports individuals with bespoke, comprehensive lifestyle financial planning placing a specific emphasis on working with its customers to help them achieve their personal aspirations. Whether it is retiring early or developing their investment portfolios, adding wills and estate planning to the remit of services offered will enable the firm to better support its clients across all areas of their personal financial responsibilities.

Najinder, who is a member of the Society of Wills Writers will also undertake qualifications with Sheards Financial Management to enable him to become a qualified financial adviser alongside his responsibilities as Wills and Estate Planner.

Speaking on the appointment, Mark Stewart director of Sheards Financial Management commented: “I am delighted to welcome Najinder to the team. His experience and his commitment to further learning and development will enable us to provide a holistic service to our clients when it comes to supporting them with financial planning needs”.

Commenting on his appointment, Najinder Singh Devgun added, “Having cross-referred work to each other for a number of years, it made sense to bring our skills and resources together to help us both achieve our goals and to support its clients to achieve their financial aspirations. When it comes to estate planning, it's crucial that you appoint a regulated and insured advisor”.