Navigating your path to retirement

Count on our team of Chartered and independent financial planners to guide you on your journey to financial freedom.

Financial planning that secures your family's future

Based in Sheffield, we provide a bespoke plan to protect and grow your family's wealth, ensuring long-term security.

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Who We Help

Approaching Retirement

We’ll help you understand your options so you will approach retirement knowing all the jigsaw pieces fit together.

In Retirement

We eliminate financial worries and provide you with peace of mind, knowing that you’re secure and won’t outlive your money.

Passing Down Wealth

We’ll manage your assets to reduce any Inheritance Tax liabilities and give you confidence that your loved ones will be taken care of.

Advice built on family values

Based in Sheffield, our family-run firm has more than 30 years of deep-rooted experience and history. Fyfe Financial was founded in 2002 by David Fyfe and today, his sons Stephen and Richard carry on the legacy. We’re proud of our close-knit team, and you might notice photos of Stephen and Richard’s children sprinkled throughout the site – it’s just one way we bring our family spirit to everything we do.

From the start, our core values have been to go the extra mile and provide sound, trustworthy advice. With the support of our exceptional team, we proudly uphold these principles today. We’re the missing piece of your puzzle.

How We Help

Clarity

Every retirement is different and the first step to achieving your perfect retirement is working out what it looks like for you. We’ll help you to articulate and prioritise what’s most important to you.

Freedom

Financial independence means having the freedom to choose how you spend your time. We’ll help make sure you have sufficient wealth in place to make your retirement fulfilling and rewarding.

Confidence

To live your life to the fullest, you need to be sure that your resources won’t run out. We’ll build a lifetime financial plan that will help you retire with peace of mind, knowing your money will last.

What our customers say about us.

Stephen spent time explaining a quite complicated pension and investment outcome for my retirement income and I would have no hesitation in recommending him to anyone reaching retirement age or for general financial planning.- Jeremy Priestley, Sheffield
Financial options explained in a practical, no-nonsense style and fast response to any problem which arises.- Ian Whelpton, North Lincolnshire
We have always found Stephen and the team to be highly knowledgeable and professional in their dealings. I have used the firm for financial advice for many years and would recommend them to anyone wishing to receive high service levels and personal attention.- Neil Warburton, Derbyshire
First class service!- Pete Wilson, Rotherham
I value the peace of mind that comes from having my investments managed by Fyfe Financial. They give excellent proactive service and always answer any queries I have thoroughly and in terms that I can understand. A very professional service on all fronts.- Sue Markham, Sheffield
Good friendly professional service with timely and clear advice.- Michael Harvey, York

Ready to plan, build and live your best life?

Speak to one of our team.

Contact Us