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If you're looking for an IFA, Sheffield has many to choose from - the trick is finding the best. Whether you dream of a large house in Dore, funding your kids through University, or a retirement far away from Sheffield, a good IFA can help ensure your finances are in adequate shape. Just get in touch with one of these well rated Independent Financial Advisors in Sheffield to see how they can help.

Contributor

76%

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4.9out of 5

Ben Westaway

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% clients advised in each area  :

Investments

100%

Annuities

18%

Pensions

73%

Insurance & Protection

36%

Later life planning

18%
I am a Chartered Financial Planner and a Certified Financial Planner (both of which are leading qualifications available to financial planners). I am ... Read More
Serves clients with: Over £250k of investable assets or household income
Ben's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

75%

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4.9out of 5

Nicholas Pratt

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% clients advised in each area  :

Investments

83%

Annuities

26%

Pensions

35%

Insurance & Protection

9%

Later life planning

9%
The Pension Planner is a group of highly qualified pensions experts. Our aim is to help you maximise the value of your pension, offering professional ... Read More
Serves clients with: Any level of wealth
Nicholas's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

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4.8out of 5

Richard Bates

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Richard is the most recent addition to the advice team at Facts Financial, although recent is perhaps a relative term, now that he's been here for jus... Read More
Serves clients with: Over £100k of investable assets or household income
Chartered Financial Planner
Contributor

64%

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4.8out of 5

Martyn Green

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Saving for children, Annuities, Auto Enrolment
Proper Financial Planning is the process of helping clients to live the life they WANT without fear of ever running out of money - WHATEVER happens.My... Read More
Serves clients with: Any level of wealth
Martyn's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

60%

MATCH FOR YOU

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Richard Collis

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Services:  General Financial Planning, Investments & Savings
Serves clients with: 
Contributor

60%

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Paul Wells

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Saving for children, Mortgages
I have 22 years as a financial adviser and I am the owner 3 different companies. As a result I have a great deal of knowledge and experience to pass o... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner

Latest client reviews of Sheffield IFAs

She always has answers for all our questions which are usually are more than satisfactory.    Read More
Tony & Marilyn Graneek
Richard listens well, builds up a complete pictures and is not afraid to challenge. What I appreciat.... I made some good decisions before going to see him. Now, of course, the decisions are even better!    Read More
Elizabeth Johnson

Can't find the right Sheffield IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Sheffield.

Alexander CampbellCampbell Harrison Ltd
Philip OstleIM Asset Management Ltd
Jon LesterCo-operative Independent Financial Solutions Ltd
Allan WoodUKSE Fund Managers Limited
Mark OliverWhitehall Financial Independent Limited
Chris WoolhouseWoolhouse Douglas Wealth Management Ltd
Bryan JohnstonAdvanced Wealth Management Ltd
Chris ConnorMerlin Wealth Management Ltd
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