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.
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.
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.
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.
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.
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.
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.
Mrs L, Dore, Sheffield
Mr S, Bradway, Sheffield.
Mr C, Dronfield
Mr B, Chesterfield
