Shewfelt Financial Limited

cad·die

/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.

fi-nan-cial cad·die

fīˈnan(t)SHəl/ kadē - in life, the advisor who cares for a person's financial goals and gives insightful advice and moral support. A good financial caddie is aware of the challenges and obstacles of the life being lived, along with the best strategy for financially living it.

We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.