Hamnett Wealth Management

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. Our business is based on building long-lasting relationships with our clients, providing unbiased, reliable, and trusted personal financial and investment advice. We take pride in our ability to offer a comprehensive range of impartial financial advice services for individuals, business owners, and trustees across a number of financial planning areas.

Hamnett Wealth Management is owned and managed by Phil Smith and Jonathan Rowley who first met at HSBC in 1994. They have been at the helm of the business since 2008, during which time they have evolved and adapted the business to keep pace with the shifting economic landscape and the constant changes in legislation. We are based in the south-west of Sheffield and hold the prestigious Chartered status, which shows that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Our Team

Our team of experts includes Chartered Financial Planners, Later Life Advisers, and support staff who are committed to providing you with the best possible advice, service, and support. Our team members have the necessary knowledge, skills, and experience to help you achieve your financial goals. We believe that treating our clients as individuals and taking the time to understand their specific requirements, aims, and financial objectives is essential to ensure their future is secure.

Our Services

As Independent Financial Advisers, we offer a comprehensive range of impartial financial advice services, including:

• Pension and Retirement Planning: We can help you plan for your retirement, including setting up and managing pension plans, and ensuring that you make the most of your retirement savings.

• Tax Planning and Trust Funds: We can help you manage your tax affairs, including inheritance tax planning, and setting up and managing trust funds.

• Investment Advice: We can help you manage your investments, including reviewing your existing investment portfolio and making recommendations for new investments.

• Divorce and Separation Advice: We can help you manage the financial implications of divorce and separation, including separating joint assets and pension sharing.

• Long-term Care Fees: We can help you plan for and manage the cost of long-term care, including arranging long-term care insurance and managing care fees.

• Ethical Investments: We can help you invest in a way that aligns with your values, including recommending ethical and sustainable investments.

Our Clients

We work with a wide range of clients, including private clients and corporate clients, and we are committed to providing them with the best possible advice, service, and support. We offer a free review meeting within your own home, without obligation, to help us understand your specific requirements, aims, and financial objectives. From this, we work with you to produce your own bespoke financial plan, which we regularly review to ensure it is continually working for you.

As a trustee of a final salary pension scheme, one of our clients was very dissatisfied with their previous pensioner trustees. They were recommended to us by their accountant and were very happy to see that we were now receiving correspondence when we should. We also work with clients who have received substantial awards for injuries and need to ensure that the money lasts for the rest of their lives. We cannot thank you enough for all your help and also for explaining things in such a way that they understood what we were doing and knowing that we had considered all the options available.