Providing unbiased, reliable and trusted personal financial and investment advice since 1989. Based in the south west of Sheffield, Hamnett Wealth Management are Chartered Independent Financial Advisers (IFAs) who have been providing unbiased, reliable and trusted personal financial and investment advice since 1989.
We offer a free review meeting within your own home, without obligation. We treat you as an individual and take time to understand your specific requirements, aims and financial objectives to ensure your future is secure. From this we work with you to produce your own bespoke financial plan which we regularly review to ensure it is continually working for you.
We offer a free review meeting within your own home, without obligation. We treat you as an individual and take time to understand your specific requirements, aims and financial objectives to ensure your future is secure. From this we work with you to produce your own bespoke financial plan which we regularly review to ensure it is continually working for you.
Services
Established in 1989, Hamnett Wealth Management has been built on core values that have been integral to the company's success over the last 30 years. Hamnett Wealth Management is owned and managed by Phil Smith and Jonathan Rowley who first met at HSBC back in 1994. Phil joined Hamnett Wealth in 1996 with Jonathan joining in 2002.
At Hamnett Wealth Management, you will be personally looked after by one of our four experienced, qualified Independent Financial Advisers (IFA) who will be dedicated to managing your individual requirements. This will be backed up by professional support from our administration team based in our Totley Office in Sheffield.
Whatever stage of life you are at, we offer unbiased expert pension and retirement planning advice. Our professional, qualified Independent Financial Advisers will look at whether your current pension arrangements are likely to help you achieve your retirement goals. If not, we will recommend actions to take and the likely effect of them in order to secure your financial future.
No matter how large or how modest, everyone has an estate and you will want to control how it is administered to the people or organisations you care most about. Our impartial estate planning advice can help you plan ahead with confidence in order to minimise the tax burden for your family and loved ones in the future.
We believe that there is no right or wrong way of investing - it comes down to what you are trying to achieve. We all have short, medium and long-term objectives and where to invest your money is closely linked to how long you can invest for. We can discuss the various tax free opportunities available to you to ensure that your money grows effectively in today's low interest environment.
Reviews (2)
Simon Chalk
Jan 30, 2021
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We work closely with other professional firms that provide financial advice to people in retirement and later life. Jonathan - being accredited by the Society of Later Life Advisers, is at the very top of his game and most able to provide the highly-skilled and advice that people really do need.
Simon Chalk
MD & Equity Release specialist
Laterliving now!
Simon Chalk
MD & Equity Release specialist
Laterliving now!
Janet Mort
Jun 23, 2020
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I had the good fortune to be advised by Jonathan Rowley recently. Mr. Rowley was most professional, dealt with issues sensitively but pertinently and was most reliable in his contact. With me. Communication skills were excellent and he explained things concisely and clearly. I shall definitely be contacting Mr. Rowley again should the need arise.
