We’re Recruiting

Trainee Financial Adviser

Attractive basic salary and bonus scheme, with full pension and benefits package.

We are looking to recruit a graduate, or someone embarking on a career in financial services, to become a key member of our small but highly qualified team as a Trainee Financial Adviser.

The successful candidate will be a good communicator with a passion for providing client focus. Initially they will be working closely with the Directors, providing support in administration and research, report writing, telephone and some face-to-face client contact.

Hamnett Wealth Management is a Chartered firm providing Independent Financial and Wealth Management advice, based in Totley, south west Sheffield. We have been established for over 30 years and has a substantial bank of clients.

Building trust through our client relationships and providing financial advice of the highest quality is at the centre of what we do. Many of our clients have been with us for decades because we understand their needs and are their most trusted adviser and advocate.

We will provide full financial support to get the successful candidate to qualified adviser status and ideally to become a Chartered Financial planner.

We offer an attractive basic salary and bonus scheme, with full pension and benefits package. This role has excellent opportunities of pay progression after completing a probationary period.

This is a unique opportunity to join an established advice firm and develop a career as a Financial Adviser without the need to have your own client bank.

If you are interested, please email your CV with a covering letter to Jonathan Rowley, Director: jonathan@hamnettwealth.com

30th Anniversary Celebrations Continue

To mark our 30th Anniversary celebrations we celebrated with a beautifully designed cake from Urban Cakehouse that tasted as good as it looked!

The Hamnett Wealth Management team with their 30th Anniversary celebration cake

We also visited our neighbours, Totley Library, to make a donation to the running of this important community resource and shared our birthday cake with the hard-working volunteers.

The charity, Totley CRIC, was established in 2014 to take over the running of Totley Library from Sheffield City Council when the library was threatened with closure. They are a local, volunteer run charity whose aim is to manage Totley Library and develop its role as a hub of the community.

Phil Smith and Jonathan Rowley pictured with volunteers from Totley Library

Jonathan Rowley Achieves Later Life Adviser Accreditation

Jonathan Rowley, Chartered Financial Planner and Director of Hamnett Wealth Management, has achieved Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).

SOLLA helps people in finding trusted accredited financial advisers who understand financial needs in later life. Established in 2008 as a not for profit organisation, it is dedicated to higher standards and accessibility to regulated financial advice for older people and their families.

Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the industry standard of excellence for those advising in the later life market. In addition to being a stand-alone award, it is also the basis of membership of the Society of Later Life Advisers.

Jonathan, who has been advising clients for over 26 years, is an Independent Financial Adviser which means he’s not restricted or limited in which products or providers he recommends.

Jonathan said: “I am delighted to be a SOLLA Accredited Later Life Adviser. Professional qualifications, whilst essential, don’t provide the full picture of my expertise. Taking the steps to become independently accredited provides my clients with the added reassurance that I offer the practical help and guidance they need to help them make the right decisions at the right time.  I have many older clients who I advise on retirement planning, saving and investment planning, tax matters, and estate and wealth planning.”

Hamnett Wealth Management have been providing unbiased, personal financial and investment advice since 1989.  They offer a range of services for individuals, business owners and trustees across a number of financial planning areas.

Hamnett Wealth take part in Dan Walker Golf Day Raising £40,000 for Children’s Hospital

Hamnett Wealth Management recently took party in a star-studded celebrity golf day, hosted by BBC Breakfast presenter Dan Walker, which raised over £40,000 to build a new Emergency Department at Sheffield Children’s Hospital.

The fifth ‘Walker Cup (not that one)’ was held at the stunning Hallamshire Golf Club in Sheffield on September 18. It was attended by numerous celebrities including TV presenters Nick Knowles and Gethin Jones, snooker star John Parrott and charity patrons cricketer Michael Vaughan and squash player Nick Matthew.

In total, 23 teams took part in the tournament, which was sponsored by long-time supporters Auto Windscreens. The Steel City Branded Merchandise emerged victorious, with James Biggin, Dave Wilson, Tim Brind and celebrity Gaz Beadle, best known for his role in TV reality show Geordie Shore, taking home the trophy.

The overall individual winner was Simon Kitchen of Rexel Sheffield and Dan Walker himself won the individual celebrity league. In total, the event has now raised over £180,000 for Sheffield Children’s Hospital over the past five years.

This year’s total will go towards the cost of a new treatment room as part of the new charity appeal for an expanded Emergency Department. In total, £4.5m needs to be raised for the project, which will expand the clinical space and create privacy, helping children receive the most appropriate care the best possible way.

The department is a designated Major Trauma Centre, providing specialist care to children across the region. Originally designed for 32,000 admissions a year, it now sees up to 60,000 patients every 12 months.

Tonya Kennedy, Philanthropy Manager at The Children’s Hospital Charity said: “It was a fantastic day. I’m really grateful for the remarkable generosity of our supporters and to everyone who helped make the day so special. Without their help, we wouldn’t have raised such an amazing total. The new treatment room it funds will make a life-changing difference to the thousands of young patients who depend on the Emergency Department at Sheffield Children’s Hospital every week.”

Jonathan Rowley, Director at Hamnett Wealth Management, said: “We’re always incredibly proud to take part in this fantastic event and to support such a worthwhile charity.”

To find out how you can support the appeal for an expanded Emergency Department and build a better future at Sheffield Children’s Hospital, visit www.tchc.org.uk

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Hamnett Wealth Management is Awarded Chartered Status

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to Hamnett Wealth Management Ltd, one of Sheffield’s leading providers of independent financial advice.

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.

Hamnett Wealth Management Ltd have been providing unbiased, reliable and trusted personal Financial Advice and Investment Advice since 1988. They offer a comprehensive range of unbiased financial advice services for individuals, business owners and trustees across a number of financial planning areas.

Jonathan Rowley, Director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for the company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”

To date, fewer than 700 firms have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

Hamnett Wealth Hosts Beer, Bubbles and Brexit Night with Justin Urquhart Stewart

We recently hosted an evening of Beer, Bubbles and Brexit at the Cross Scythes, Totley, for clients, colleagues and contacts.

The main speaker at the event was Justin Uruqhart Stewart, Co-Founder and Head of Corporate Development at Seven Investment Management (7IM). Justin is a regular commentator and columnist in the media and is affectionately known as the ‘man with red braces’.

Jonathan Rowley, Director at Hamnett Wealth Management, said: “We are extremely grateful to Justin for coming to speak at our event. His speech about the investment market following Brexit and his outlook for the future was both informative and humourous. All of our guests had a thorougly enjoyable evening – the night was a great sucess.”

A raffle held on the night raised £275 for the Sheffield Children’s Hospital Charity which is Hamnett Wealth Management’s chosen charity for 2017.

Hamnett Wealth Management have been providing unbiased, reliable and trusted personal Financial Advice and Investment Advice since 1988. We offer a comprehensive range of unbiased financial advice services for individuals, business owners and trustees across a number of financial planning areas.