Testimonial Recommendation for James Sheridan
James Sheridan has been our financial adviser for many years providing advice and support for both our investment and insurance. When we were both working our regular meetings with him enabled us to manage and build an investment portfolio and optimise the returns on our earnings as the years went by. At all times – whether matters of investment, tax or changes in circumstances he was available to supply considered options and opportunities for us both.
As a result of James’ sage and professional advice, we both now enjoy a comfortable and prosperous retirement. We meet and consult with him regularly still and he remains a steady and knowledgeable hand on our financial journey.
We cannot recommend his services highly enough – his independent advice is an essential tool in the assurance of financial wellbeing.
John Wilkinson and Lindy Smith
31st October 2018
James Sheridan of Share NZ was financial adviser to my late husband Bill and me for a number of years. We both held James in high regard in relation to financial planning and advice. We greatly appreciated the projected profile he would provide for us each year illustrating how we could feel financially secure until our ultimate demise. We knew how much we could spend each year. We regarded James as a friend as well as a trusted adviser.
When Bill became unwell, James and his colleague Cathy Drew were extremely supportive and guided me through various legal and other requirements. They also monitored my transfer of financial planning to the UK when I decided to move there in August 2018 to be near existing family.
Thank you James and Cathy. Ever grateful.
Margaret Turnbull (PhD)
For more than ten years of retirement James has advised us on financial matters. His service has been, thorough, professional and tailored to our specific requirements The result is that we feel confident that the rest of our years are in safe financial hands. We are better placed than I would have predicted ten years ago. When the occasion has required some action out of our routine James and Cathy have responded quickly and with a minimum of fuss. Suffice it to say the thought of changing adviser has never crossed our minds
John and Vivien Gardner
I found James very professional as well as personable. He is attentive to detail. An expert in his field.