Finding Financial Specialists in Sheffield: The Benefits of Working with a Financial Advisor

The Pension Planner Fogwill & Jones Wealth Management Campbell Harrison Ltd Connect Financial Solutions Pace Financial Management Woolhouse Douglas Wealth Management Fyfe Financial

1. The Pension Planner - Sheffield

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· 14 reviews

Courtwood House, Silver Street Head, Sheffield City Centre, Sheffield S1 2DD, United Kingdom

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The Pension Planner: what do users think?

Josephine Jewitt: Positive: Professionalism, Quality, Responsiveness, ValueWe have been clients of the Pension Planner Team for a few years now and have been very impressed with the services provided. Nick and Beth are extremely professional and friendly and have always given us excellent advice in a clear and informative way. We would highly recommend the services of the Pension Planner Team.

joseph mollins: From our first meeting we became very friendly and very good mates. We were informed of every step that needed to be taken and a good explanation of why. This was just what we needed to take the next step forward. We did have a family concern but one phone call resolved it. They give quality value and respond professionally, this was carried on despite Corvid 19. We have recommended The Pension Planner to some friends who joined up with them, no complaints .

Janet Baldock: Positive: Professionalism, ResponsivenessWe have used the services of Pension Planner for about 5 years and have been extremely happy with the advice and service they have provided. Nick is very personable, friendly and professional and has always given us valuable advice and help. We would highly recommend the Pension Planner.

Brian Sturman: I had no previous experience with financial advisors when I first approached The Pension Planner to plan my retirement. I was glad I did as it altered my way of thinking about my financial future & security after finishing work. That was some 5 years ago & I would not hesitate to recommend partnering with The Pension Planner.

Ann Burchell: Positive: ProfessionalismI have been a client of The Pension Planner for more than two years and have found them to be a company of the highest professional standards. They keep me regularly updated in an easy and clear way, and if I have any questions they respond very promptly.

Phil&Sue Shakeshaft: Positive: ResponsivenessDuring the unprecedented times The Pension Planner team, Nick Pratt, provided clarification and reliable advice of the options available to protect our long-term investments. These calls have further proven that we made the right decision in choosing an established and trustworthy financial advisor.

carol morton: Hi my husband was looking for a company to sort out his pension. He found pension planner and was impressed from the first meeting that he had with Nick . The team were very friendly and helpful keeping in touch with all that was going on. In just a few weeks all was sorted and he would like to thank Nick and the team for all their help and guidance. He would recommend this team to sort out your pension.

Ray Potts: Positive: Professionalism, Quality, Responsiveness, ValueI have been dealing with the Pension Planner team for some time now and they are always helpful, professional and responsive to any issues that I have and I look forward to a continuing mutually beneficial relationship .

Tim Cannon: Excellent service with a very professional approach, I feel The Pension Planner have really looked after me and nothing is to much, always explaining everything I ask putting me at ease, I trust The Pension Planner 100%....... just wish I found them sooner.

Beverly Cross: Positive: Professionalism, Quality, Responsiveness, ValueThe details of my investments are presented clearly and sent regularly.
Josephine Jewitt: Positive:Professionalism,Quality,Responsiveness,ValueWe have been clients of the Pension Planner Team for a few years now and have been very impressed with the services provided. Nick and Beth are extremely professional and friendly and have always given us excellent advice in a clear and informative way. We would highly recommend the services of the Pension Planner Team.
Phil&Sue Shakeshaft: Positive:ResponsivenessDuring the unprecedented times The Pension Planner team, Nick Pratt, provided clarification and reliable advice of the options available to protect our long-term investments. These calls have further proven that we made the right decision in choosing an established and trustworthy financial advisor.
joseph mollins: From our first meeting we became very friendly and very good mates. We were informed of every step that needed to be taken and agood explanation of why. This was just what we needed to take the next step forward. We did have a family concern but one phone call resolved it. They give quality value and respond professionally, this was carried on despite Corvid 19.We have recommended The Pension Planner to some friends who joined up with them, no complaints .
Brian Sturman: I had no previous experience with financial advisors when I first approached The Pension Planner to plan my retirement.I was glad I did as it altered my way of thinking about my financial future & security after finishing work.That was some 5 years ago & I would not hesitate to recommend partnering with The Pension Planner.
Beverly Cross: Positive:Professionalism,Quality,Responsiveness,ValueThe details of my investments are presented clearly and sent regularly.
Ray Potts: Positive:Professionalism,Quality,Responsiveness,ValueI have been dealing with the Pension Planner team for some time now and they are always helpful, professional and responsive to any issues that I have and I look forward to a continuing mutually beneficial relationship .
Janet Baldock: Positive:Professionalism,ResponsivenessWe have used the services of Pension Planner for about 5 years and have been extremely happy with the advice and service they have provided. Nick is very personable, friendly and professional and has always given us valuable advice and help. We would highly recommend the Pension Planner.
Ann Burchell: Positive:ProfessionalismI have been a client of The Pension Planner for more than two years and have found them to be a company of the highest professional standards. They keep me regularly updated in an easy and clear way, and if I have any questions they respond very promptly.
Liza Smeeton: Positive:ProfessionalismExcellent communication and I’ve found the process to be really straightforward.
philip duxbury: Positive:Professionalism,Quality,Responsiveness,Value
DD: Extremely helpful and professional - big thank you especially to Steve and Sanjoy

2. Fogwill & Jones Wealth Management - Sheffield

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· 57 reviews

DeVere House, 4 Acorn Business Park, Woodseats Close, Sheffield S8 0TB, United Kingdom

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Fogwill & Jones Wealth Management: what do users think?

Karen Jones: I Recently arranged a will for my mum. I highly recommend Fogwill and Jones. Helena Grady was wonderfully warm and empathetic with us all but especially mum for that I am truly grateful as mum was really nervous and worried. She put mum at ease and explained everything very clearly. I was impressed with the office and staff that welcomed us on arrival. Really pleased we chose Fogwill and Jones I would recommend without hesitation and will definitely use them again.

Dave Yates: Spoke with Dave about potentially consolidating a number of separate pensions into one plan. He explained the initial process we would need to go through and made it all very clear to understand, I look forward to our next meeting.

Kyle: After my initial meeting with Chris at Fogwill & Jones I felt very at ease and would have no hesitation in recommending Fogwill & Jones to friends and family. I always find it beneficial dealing with a local firm who can understand what is important to local people, and this is the feeling I have had when speaking with Chris.

Liam Burnett: Just started using Fogwill & Jones for help with saving up for my first house, as well as putting money away for my retirement. They set me up an ISA and a pension in order for me to do exactly that. Extremely polite staff when calling the office, and cannot recommend Chris enough for the service he provided me. I will continue to use their services going forward as I feel comfortable with my finances being in the right hands.

Sal Ugursan: Chris and his team at Fogwill & Jones Wealth Management have been outstanding throughout, Very professional and answered all our questions.

Sarah: I’ve dealt with Fogwill and Jones for more than 20 years and although I consider myself small fry as an investor, they take me as seriously as any multi-millionaire client, and go to great lengths to advise and help. They offer a really personal service, so that when I ring them, Margaret or the other friendly staff know who I am. They respond immediately to any query and do their best to help. I always feel they understand my circumstances and have my interests at heart. I have great faith in their abilities and professionalism.

Claire Christy: The service from Fogwill and Jones has been first class in every respect. Chris has demonstrated an excellent understanding and assessment of my financial needs and goals and has delivered his advice with these clearly in mind. He has explained my options at every stage of the process, always offering professional yet impartial advice and guidance. I have every confidence in the quality and integrity of service provided by Fogwill & Jones and look forward to a long and fruitful relationship with Chris with complete confidence in him and his professional abilities. I have no hesitation in recommending Fogwill & Jones to others looking for trustworthy financial guidance.

Nigel Loates: Doing business over the years with Fogwill & Jones has always been a pleasure. Be it a brief telephone query, or annual meeting, every one I have come across has been polite friendly and very helpful. Their ability to explain in plain English is a huge bonus. Long may it continue.

3. Campbell Harrison Ltd - Sheffield

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· 2 reviews

St. James House, Vicar Ln, Sheffield City Centre, Sheffield S1 2EX, United Kingdom

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Campbell Harrison Ltd: what do users think?

Steve Ellison: A fantastic company that has helped me a great deal. Very professional and friendly.
Mojdeh Tait: Critical:Professionalism

4. Connect Financial Solutions - Sheffield

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· 45 reviews

987 Abbeydale Rd, Sheffield, S7 2QD, United Kingdom

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Connect Financial Solutions: what do users think?

Vote Ladlow: Positive: Professionalism, Quality, Responsiveness, ValueAndy looked after our first remortgage. Initially he also worked with us on our first mortgage. Andy is trustworthy, friendly and always at the end of the phone if you have any questions. Thanks to his depth of knowledge and expertise we have saved money on our first remortgage. We will be working with him again in the future.

Daniel Harrison: We used Andrew at Connect Financial Solutions for our mortgage. A pleasure to deal with. Always contactable and extremely helpful with any questions we had for him. A complete professional who went above and beyond! Already recommended to two family members and would recommend to anyone. An absolute star.

yann cadieu: Mr Burton has been nothing but professional and very supportive through the process. I had been working with the same Financial Advisor for years but decided I would try someone different as I felt let down by my previous FA. He was enthusiastic and friendly too and much more effective too. Every time, I needed advice he was only a phone call away and always responded to emails or voice mail on the same day. I could not ask for more and will definitely work with Mr Burton on my future mortgage applications.

Rach C: Positive: Professionalism, Quality, ResponsivenessWe used Andy at Connect to help us with the mortgage on our house. He was extremely helpful and talked us through all our options, even after a couple of house sales fell through he was always contactable for any queries and very patient with us. Would definitely use again for anything financial

callum greaves: As first time buyers, the whole mortgage situation was very daunting for us. Jenny at Connect Financial Solutions was recommended to us. Jenny was there 24/7 answering all our questions, walking us through the whole process and gave us excellent advice. It made applying for our mortgage a breeze. We will definitely be back if we require further financial advice. Very friendly, can not recommend Jenny enough.

lucy Fairbank: Georgia was fantastic, we have recently just completed on our house last week and I can’t thank her enough for all her help. We had tried other mortgage advisers and had even given up on getting a mortgage before we found Georgia at connect. She introduced us to help to buy which made it possible for us to get a mortgage. This hasn’t even been discussed with us with other companies and advisers. Georgia helped us every step of the way, was on hand to message out of hours to answer any questions or concerns. Such a professional, we felt in very capable hands. During this time we never got to meet her and everything was over the phone, post and email but she made it personal and we felt valued, not just a number. We can’t thank her enough, she made a dream a reality. If you want someone that’s going to go the extra mile for you, have all the deals and knowledge you need for a great mortgage deal, Georgia is the one to go to. Thank you again for everything you superstar!

Chris Coates: We used Jonny Peacock to set up a mortgage and life insurance for our first home. Having never been through anything like it before, we had no idea how the process worked, but Jonny explained everything in simple terms and made sure that no question was left unanswered. We were also extremely grateful that he was able to set up a meeting with us at short notice, enabling us to get a mortgage offer quickly to give us the best chance of securing the property we now own. Highly recommended!
T D: Me and my partner dealt with Andy Burton who helped to provide us with our first mortgage. The service and process was 1st class, everything clearly explained to us both who were first time buyers. The communication was great, Andy would always update us how the process was going and would answer any questions straight away! We would both recommend Andy to anyone looking for a mortgage when purchasing a property!
Brian Buxton: Jenny was marvelous.
Phillip Brewer: John and Hannah at Connect Financial Solutions were absolutely brilliant at helping me to gain a mortgage. They found an excellent offer at a really bad time to be remortgaging, and found mortgage providers that were comfortable with my unusual situation of having recently changed from being a self employed sole trader to the director of a limited company! Would recommend and would use again!
Giorgio Cassella: We've been working with Andy Burton since March to secure a mortgage on our first home. Throughout the whole process Andy has been incredible, from helping us to understand the process during the early days, through to consistently running new mortgage analyses for us as we followed the market changing during a very stressful 8-month purchase period.Always ready to help and regularly checking in to see how we were getting on, Andy was genuinely happy for us when the sale finally went through - I could not recommend anyone else more highly and we'll definitely be back in touch when the time to remortgage arrives
Brenda Greenhalgh: Jenny is always courteous and knowledgeable about the products. I find it a pleasure speaking with her.
Vote Ladlow: Positive:Professionalism,Quality,Responsiveness,ValueAndy looked after our first remortgage. Initially he also worked with us on our first mortgage. Andy is trustworthy, friendly and always at the end of the phone if you have any questions. Thanks to his depth of knowledge and expertise we have saved money on our first remortgage. We will be working with him again in the future.
Ryan Waller: Positive:Professionalism,ResponsivenessFantastic service always helpful when needed would definitely recommend
Daniel Harrison: We used Andrew at Connect Financial Solutions for our mortgage. A pleasure to deal with. Always contactable and extremely helpful with any questions we had for him. A complete professional who went above and beyond!Already recommended to two family members and would recommend to anyone.An absolute star.
Nick Levick: Positive:Professionalism,Quality,ResponsivenessWe’ve used Andy a couple of times now to help with a remortgage and a new mortgage, nothing is too much trouble, always happy to help with any questions and finds the best deal possible. Thanks for the help Andy.
Jake Lancaster: Positive:ProfessionalismI have use Andrew in past for my mortgage and just renewed my mortgage with him, as well as life insurance. He kept it simple fast and kept me informed with what was happening.
Rach C: Positive:Professionalism,Quality,ResponsivenessWe used Andy at Connect to help us with the mortgage on our house. He was extremely helpful and talked us through all our options, even after a couple of house sales fell through he was always contactable for any queries and very patient with us. Would definitely use again for anything financial
Jennifer Holmes: We were recommended Jenny by a friend and she did not disappoint! She took us through the process thoroughly and this has been so appreciated considering we are first time buyers! Jenny was there to answer any query we had and is genuinely a lovely, approachable person which definitely helped!She has been prompt with her responses and I've been able to count on her for much needed support while my partner had to go away. We wouldn't have been able to do it without her 😊
JENX: Positive:Professionalism,ResponsivenessHands down the best, most trustworthy fiancial experience I have had. Jenny is incredible. Communicates throughout, keeps you feeling at ease and works incredibly hard to get you the result you want. I wouldn't use anybody else, ever!
Daniel Castelblanco: Thank you to Connect Financial Solutions, and Georgia in particular, for making my buying experience as easy and pain free as it possibly could be.All my questions were answered in an easy to understand way, and there was a lot of them, which was a massive help for me as a first time buyer. Fantastic communication, couldn't recommend them more.
Jennifer: Positive:ResponsivenessGreat service, helped with any questions we had and was really professional. Everything was completed quickly and was explained very clearly, glad we had Georgia to help us through a stressful process!
L Robins: Positive:ResponsivenessI don’t usually write reviews but I think Sarah definitely deserves a mention! She has guided me throughout the whole process of buying a house and has been there every step of the way. She went above and beyond what I expected and I have already recommended her to a number of friends. I would not hesitate to use this company again.
Mark Richardson: Positive:ResponsivenessI can't speak highly enough about the service we received from Connect, they were extremely responsive and went above and beyond to present multiple mortgage options for our house move, several of which we had previously discounted as not possible. We will definitely be using them again in the future.
Saul Bluer: Positive:Professionalism,ResponsivenessConnect financial I would recommend to anyone. Jonathan in particular has been there for us and sorted out our mortgage application and life insurance every step of the way. Can’t thank him enough!

5. Pace Financial Management - Sheffield

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· 9 reviews

200 Ridgeway Rd, Sheffield, S12 2TA, United Kingdom

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Pace Financial Management: what do users think?
Lyndsey Stanton: I highly recommend PACE Financial Management. I have had the good fortune to use them for several year and have always have excellent financial guidance, support and information regarding a range of financial services such as my mortgage, loans and financial management. During the difficult years of the financial crisis in the UK Paul Armitage and Richard Smith were a guiding light in helping us survive and navigate the uncertain financial waters; this has continued with Richard Smith being our go to person and being nothing short of an oracle when it comes to mortgages, life insurance and personal protection, he has helped us secure excellent mortgages recently during the demanding and difficult times of house buying during Covid19. His service is professional and been tailored to our individual needs with well-timed humor in difficult pinch points of house buying and astute outstanding timely guidance and information delivered in a compassionate manner, honestly I think he is a financial genius!!!!!Anyone wanting sound financial guidance would do well to seek him out and PACE. I will be forever indebted to him, as we are now in our forever home!
Kirk Dobbie: Positive:Professionalism,Quality,Responsiveness,ValueI would recommend Pace Financial Management , I was dealt with by David Walker who explained to me in such a way that I understood . I feel that the advice I was given was the best for myself and my family after being given all the options that were offered to me . David with his advice steered me in the best direction .
CRAIG: Very professional and Paul who we went to see could not do enough for us highly recommend
Stephen Baggaley: Positive:ProfessionalismThe missis and I were made aware of Dave and Dan @ Pace for their financial and mortgage services,we couldn't have found anything better, , professional down to earth and always happy to help, thanks ladsSteve & Beck
Kim Hawley: We are currently dealing with Dave Walker at Pace, and we are so happy with the service he is delivering, that we feel compelled to make a positive comment.This company is trustworthy, honest and a great communicator. We would not hesitate in recommending Pace to anyone who needs financial advice of any nature.The company is easy to get to and there is limited access to free parking right outside their offices.
ROBERT ARMITAGE: Excellent service , explained all my pension options in detail with no pressure . Very friendly relaxed atmosphere .Having just had my finances sorted out , i can't praise this place highly enough, Ian Hawkins who dealt with me personally, behaved in the most professional and friendly way, made all my financial problems a thing of the past. I would recommend Pace to anyone wanting any financial details sorted quickly and professionally %100
Bryn Richards: WOW ... JUST WOW!!. Richard at PACE is just absolutely amazing. This guy is nothing short of a genius with a plethora of Knowledge. He takes each customers personal circumstances into an account and applies his expertise into matching the right mortgage product for you (almost tailor makes it). I have known Richard for over 10 years and there is a reason why i go back to him every few years to renew my Mortgage, Richard is professional knowledgeable and his customer service is second to none, he keeps you in the loop every second of the way. There is a reason why PACE don't have to advertise their business heavily because the word of mouth free advertisement speaks for itself. If you need any financial Advice Go see Richard Smith at PACE the blokes a genius.
David Needham: Nice investment advice

6. Leo Alexander Wealth & Financial Management Ltd - Sheffield

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· 1 reviews

244 Fulwood Rd, Sheffield, S10 3AA, United Kingdom

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7. Concept Wealth Ltd - Sheffield

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· 11 reviews

Office 2, Rutledge Mews, 1 Southbourne Rd, Broomhall, Sheffield S10 2QN, United Kingdom

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Concept Wealth Ltd: what do users think?
Ross Hutton: Fantastic personal yet professional service. I would highly recommend.
Jason Torpey: Positive:Professionalism,Quality,Responsiveness,ValueSimon was extremely professional and helped explain what options were best for our needs. He didn’t pressure us into anything and made the whole process simple and enjoyable from start to finish with regular communication at each step.
Nick Morley: Positive:ProfessionalismMatt has looked after me for over 15yrs, providing valuable Independent advice. I find the team at Concept Wealth very knowledgeable and professional whilst still maintaining a relaxed friendly approach.
Mel Holmes: I found Concept Wealth Ltd a very professional company to deal with. My financial advisor, Mark Jones manages my financial and pension portfolio to a high standard and always takes time to explain every detail of his advice in layman’s terms so that I have a good understanding of the markets and investment opportunities available to me.
Michael Crocker: Positive:Professionalism,Quality,Responsiveness,ValueMark at Concept Wealth has looked after us for several years now and we are very happy with his professional advice and friendly approach to business.
Steve Brown: Positive:Professionalism,Quality,Responsiveness,ValueSimon dealt with all my needs , very professional answered all my questions looking forward to many years of business together. Great person to deal with .
Rachel Pointon: Positive:Professionalism,ResponsivenessGreat honest financial advice. Feels like I’m valued and part of the family. Simon has been great even with the lockdown restrictions
Sam Newton: Matt at Concept Wealth has looked after me for years and although he abuses me for my fashion sense he is first class at what he does and would recommend him and Concept Wealth to anyone
Chris Rodgers: Positive:Professionalism,Quality,Responsiveness,ValueI've dealt with Simon Megson for years and he has consistently gone above and beyond to look after me. I have recommended to all my family and friends and wouldn't go anywhere else.
Gill Walker: Positive:Professionalism

8. Woolhouse Douglas Wealth Management - Sheffield

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· 1 reviews

Neepsend Triangle Business Centre, 1 Burton Rd, Neepsend, Sheffield S3 8BW, United Kingdom

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9. Fyfe Financial - Sheffield

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· 1 reviews

119 Ecclesall Rd S, Sheffield, S11 9PJ, United Kingdom

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