Hamnett Wealth Management is a local, Chartered Independent Financial Advice company, based in south-west Sheffield, which has been helping people since 1989. Our business is small enough to care about each and every one of our valued clients, building trust and long-lasting relationships, yet large enough to provide specialist financial planning advice on pensions, investments, inheritance tax and estate planning needs.
Our Chartered status means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
At Hamnett Wealth Management you’re personally looked after by one of our four experienced, qualified and Independent Financial Advisors (IFAs) who will be dedicated to managing your individual requirements.
Being Independent means they are not restricted or limited in which products or providers they recommend.
Our IFAS are:
Jonathan Rowley has been advising clients for nearly 25 years and has been with Hamnett Wealth Management since 2002 Jonathan is also a SOLLA Accredited Later Life Adviser. SOLLA helps people to find trusted accredited financial advisers who understand financial needs in later life.
Phil Smith joined the company in 1996 and, in that time, has dealt with all different kinds of clients, many of whom he still looks after today. Phil specialises in advising clients on investments, pensions and inheritance tax planning.
Louise Gower came to Hamnett Wealth Management in 2009 and is an accredited member of Resolution which specialises in Pensions and Divorce.
Graham Walton started with the company in 2003 and focuses on green and ethical investments.
Our team of IFAs are backed up by professional support from our administration team who are all based in our Totley Office. These are:
Lisa Richards – Business Manager
Louise Myers – Administrator
Jayne Briggs-Willis – Administrator
Alex Brown – Administrator
Some areas we deal with can be financially complex but we all speak in plain English and explain everything comprehensively. We encourage you to ask as many questions as you need until you’re comfortable and able to make an informed decision as to how you wish to progress.
Please call the team on 0114 235 3500 for a free initial review meeting without obligation. Alternatively, call in and meet us at 160 Baslow Road, Totley, Sheffield S17 4DR.