Private Clients

A structured financial planning process

Hamnett Wealth Management’s comprehensive and trusted financial advice allows you to take control, achieve financial independence and enjoy the life you have worked hard for. We can also help you to protect your wealth to be able to pass it on in the most tax efficient manner to future generations.

Our highly experienced, qualified and reliable team of Independent Financial Advisers only give advice once they have truly understood your current financial position, personal needs and ambitions. This insight is then used to create a comprehensive, impartial and evolving plan which we monitor and review to ensure you remain on track.

We follow a structured financial planning process which affords you the best opportunity to meet your objectives, without exposing you to unnecessary risk. Using our financial planning process (please see the diagram below), we will detail the strategy that we believe is most likely to help you achieve your goals.

We partner with a market leading investment provider whose daily review process helps select, monitor and replace fund managers within the core asset classes. We can also work alongside your existing professional contacts where required. You are kept informed with regular reviews and have online access for 24/7 updates.

Please give us a call on 0114 235 3500 or email us at advice@hamnettwealth.com for a free consultation to find out how we can help you.

Calculator

Here is a collection of calculators we've put together to assist you in taking a snapshot of your current financial situation.

If you are disappointed with some of the results, please give us a call on 0114 235 3500 or send us an email to advice@hamnettwealth.com and we’ll be happy to help you place your finances back on track.

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 logo

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

Enjoy the life you have worked hard for.

A structured financial planning process

Calculator

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.”

Contact us