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About Us

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.

Building long-lasting relationships

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. Together they took total control of the business in 2008. Since then, they have evolved and adapted the business to keep pace with the shifting economic landscape and the constant changes in legislation and regulatory regimes.

Phil and Jonathan, both Independent Financial Advisers (IFAs), have built long-lasting relationships with clients and their families across Sheffield and Derbyshire, some of whom have been dealing with the company for the last 30 years.

In a fast changing world, and with a wealth of experience under their belts, Phil and Jonathan are committed to ensuring that the business stays focused on providing stability, reassurance and support to clients who have entrusted their financial future with them.

We are:


With a wealth of experience under our belts, and expertise in a broad range of financial products and services, our clients entrust their financial future with us.

Results driven

We always work to maximise the tax-efficiency and returns on any investment or financial plans by continuously monitoring and reviewing your financial strategy to ensure your money is working as hard as possible.


Our team embodies a breadth of specialisms, from investment planning and tax planning, to mortgages and ethical investments.

Into bespoke

We don’t believe in ‘one size fits all’ solutions, and acknowledge each of our client’s unique circumstances, working closely with them to arrive at the best financial strategies for their particular needs.


Our business is grounded in helping you to navigate through the sometimes bewildering array of financial products and services available to you. We will help you identify and refine your financial goals and then explain the fine details, pros and cons of any product or strategy and support you in making the right decisions.


Our team is qualified across a range of disciplines, meaning we have the knowledge to manage your financial profile in any field. Our combined experience and collaborative attitude allows us to draw on all of our expertise to best manage your investments, trusts and financial profile.


We believe that you should be in control and we ensure that the complete picture of your financial portfolio is clearly laid out for you.  Financial products can be complex so we will always take time to answer all your questions and carefully explain any areas of uncertainty to you.

Strong on friendship

Trust is an important part of our business and we work hard to earn yours. We pride ourselves on our personable and approachable attitude. This has led us to build long lasting, firm, professional friendships with many of our clients.

Good value

Financial advice shouldn’t cost the earth and we are constantly working to drive down costs and optimise the performance of our clients’ products and plans. We scrutinise existing and proposed legislation as well as keeping a close eye on the financial products market to offer you the best value.


We are a Chartered firm of financial advisers. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. Our Chartered title means a lot to us. It was not easily achieved, and it takes continuous investment in customer service and commitment to professionalism to maintain.

Chartered Status

Our prestigious Chartered status shows we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. 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.

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SOLLA Accredited Later Life Adviser

Jonathan Rowley, Director and Chartered Financial Planner, is also a SOLLA Accredited Later Life Adviser. SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life. The Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market.

“Thank you for all your help and patience in assisting me with my finances. After the death of my husband, I did not know what to do with all the lawyers papers and am embarrassed to say I had no idea what it all meant. My husband used to deal with everything. You made sense of it all and I now feel that I have had a huge weight lifted off my shoulders. Thank you.”

Mrs L, Dore, Sheffield

“Just a quick note to say thank you for sorting out my various pension plans that I had accumulated over the years. I had lost track of what I should be doing and was surprised to see how poor the performance was of some of the older plans. Your report was very thorough. I now feel that I am on target for retiring at sixty-five. I would also like to thank your wonderful staff who were always helpful and attentive to me.”

Mr S, Bradway, Sheffield.

As a trustee of a final salary pension scheme, I was very dissatisfied with my previous pensioner trustees. My accountant recommended you and I am very happy to see that we are now receiving correspondence when we should.”

Mr C, Dronfield

“Having been the victim of an accident at work, my solicitor recommended that I speak with you. I received a substantial award for my injuries and I needed to ensure that the money would last me for the rest of my life. I cannot thank you enough for all your help and also for explaining things in such a way that I understood what we were doing and knowing we had considered all the options available.”

Mr B, Chesterfield