Fyfe Financial - Sheffield

Fyfe Financial: Comprehensive Wealth Management in Sheffield

Located in the heart of Sheffield, Fyfe Financial is a distinguished financial planning and consultancy firm, offering a wide array of services to help clients make informed decisions about their wealth. With a commitment to personalized service and a client-centered approach, Fyfe Financial has been serving the local community for many years.

Main Services

• Financial Planning: Fyfe Financial specializes in creating bespoke financial plans tailored to each client's unique needs and goals. Their expert team takes into account all aspects of a client's financial life, from investments and pensions to tax planning and estate planning.
• Investment Management: The firm offers discretionary investment management services, providing clients with peace of mind knowing their investments are being managed by experienced professionals.
• Retirement Planning: Fyfe Financial helps clients plan for retirement, ensuring they have sufficient income to maintain their desired lifestyle. They provide guidance on pensions, annuities, and other retirement income sources.
• Estate and Inheritance Tax Planning: The firm assists clients in minimizing their inheritance tax liability through strategic planning and the use of trusts and other tax-efficient strategies.
• Protection Planning: Fyfe Financial helps clients protect their assets and loved ones from unexpected events, such as illness, injury, or death. They provide advice on life insurance, critical illness cover, and income protection.

Location and Access

Fyfe Financial is situated at 119 Ecclesall Road South, in the vibrant Ecclesall neighborhood of Sheffield. The area is known for its diverse range of independent shops, cafes, and restaurants, as well as its proximity to the Peak District National Park.

The firm is easily accessible by car, with on-street parking available nearby. The nearest public transport options are the Bus Exchange on Arundel Gate, approximately a 15-minute walk away, and Sheffield Railway Station, around a 20-minute walk or a short taxi ride away.

Featured Characteristics

• Family-owned and Operated: Fyfe Financial is a family-owned business, with the Fyfe family actively involved in the day-to-day running of the firm. This ensures a personal touch and a strong commitment to customer service.
• Chartered Financial Planners: The firm is proud to hold the Chartered Financial Planners designation, awarded by the Chartered Insurance Institute (CII), reflecting their high standards of technical competence and ethical practice.
• Independent and Impartial: As an independent firm, Fyfe Financial is not tied to any particular product provider. This allows them to provide unbiased, impartial advice tailored to each client's unique circumstances.

Practical Information

To make an appointment with Fyfe Financial, clients can call the firm on 1142621943 or visit their website at fyfefinancial.co.uk. The firm is open Monday to Friday, although specific business hours may vary, and it is recommended to contact the firm directly for the most up-to-date information.

The firm is wheelchair accessible, and toilet facilities are available on-site. Appointments are recommended, as the firm operates on an appointment-only basis.

Positive Aspects from Reviews

• Exceptional Service: Many customers praise the high level of service they received from Fyfe Financial, with one customer stating, "We have received excellent service from the Fyfe family over many years."
• Personalized Approach: Customers appreciate the personalized nature of the firm's services, with one customer mentioning, "They have taken a real interest in us and our family and the future of our children."
• Expert Knowledge: Several customers commend the expertise of the Fyfe Financial team, with one customer noting, "Their knowledge and experience have been invaluable to us."
• Trust and Confidence: Many customers express their trust in Fyfe Financial, with one customer saying, "We feel confident in their abilities and would not hesitate to recommend them to others."

With an average rating of 4.9/5 from 14 reviews on Google My Business, Fyfe Financial's commitment to exceptional service is evident.

👍 Reviews of Fyfe Financial

Hugh P.

5/5

We have received excellent service from the Fyfe family over many years after we asked them to look after our finances. They have taken a real interest in us and our family and their advice on how our savings should be invested was much better than we could have achieved ourselves. This has continued even after we moved far from Sheffield.

Richard P.

5/5

Fyfe Financial have dealt with our affairs for many years and have always offered sound advice. Our meetings with them are conducted in a friendly and informal atmosphere and any questions that we have are answered in a straightforward, non-technical way. We are more than happy to continue our relationship for the foreseeable future.

Ian W.

5/5

Richard has been dealing with our finances and giving pension advice for a number of years. We always have sound advice and the reasons for it explained so that a non financial brain can understand. Our meetings are always conducted with a friendly atmosphere. We are looking forward to continuing our relationship through the uncertainty of the markets at the moment and are confident that any advice given will be well thought out.

Peter C.

5/5

Fyfe Financial have been handling our financial planning for the past 10 years and have been a superb firm to work with on planning and maintaining out retirement funding decisions. Their advice on our yearly review meetings has always been excellent and they remain available for contact for advice when required outside of the annual review. Their financial planning and investing has produced a stable and effective retirement pool of funds to generate income and to draw from for many years hence.
Both my wife and I have full confidence in their management of our funds which have shown better performance than most giving us full confidence in financial stability as we age.

Galen I.

5/5

After experiencing more than one financial advisor, and having acquired a jaundiced view of the industry generally, these guys are a breath of fresh air. Besides being knowledgeable and helpful (not a bad start), they don't actually rip you off. Key to the latter is a fixed fee policy rather than snaffling a percentage of your gains. This is our fifth year with them and our experience has been consistently excellent; they're available, responsive, and have provided us with a first class service. They clearly have integrity, something not at all guaranteed in the financial sector. Can't recommend them highly enough.

Tim T.

5/5

Understanding and making the most of what you have is one of the keys to happiness - both now and in your future. The complexity of finance can be overwhelming - so why wouldn't you want an expert to help you on your financial journey ? Sounds like corporate waffle right ? The thing is, Richard and the team really care and take the time to explain exactly how they can help and what the options are. No pressure, just excellent service. I would wholeheartedly recommend Fyfe Financial. You don't have anything to lose, so why not give them a go.

Jonathan H.

5/5

Richard and his team have guided me through the complexities of dealing with my pension and investments. He’s done the perfect job in e during that I have financial stability for my retirement.
Keep doing exactly as you are doing !

Nicola G.

5/5

I highly recommend this company. I have been using the company for more than 20 years and have complete trust in their recommendations. A fantastic firm to do business with. I cannot fault them.