Josh Woodhall
Sheavyn Associates Financial Management
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0113 238 5300
Based in Wetherby
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FCA Regulated
Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Josh has not received any client reviews in the past 12 months
Josh has not received any reviews in the last 12 months
Josh has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 October 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Josh has not yet added their qualifications to their profile
Transparent Fees
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Josh has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Josh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Josh has not received any client reviews in the past 12 months
Josh has not received any reviews in the last 12 months
Josh has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 17 October 2022
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Josh has not yet added their qualifications to their profile
Qualifications not yet added
Josh has not yet added their qualifications to their profile
Transparent Fees
Josh has not yet added their fees to their profile
Fees not yet added
Josh has not yet added their fees to their profile
I work with individuals, families and business owners, and offer a holistic approach to financial planning. I seek to provide my clients with clarity and certainty, and look to build working relationships in which trust and transparency is key. Working with my clients, I am able develop an understanding of their short and long term financial needs and aim to help them establish and achieve their financial objectives. Typically, this involves helping people achieve peace of mind and security for their future, which in turn allows them to spend more time doing the things which are important to them. Outside of work, I enjoy spending time with my young son and when time permits, play the occasional game of golf or walking my Labrador. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver Quilter Financial Limited. 15/03/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Josh's clients
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