Why Us
Choosing the right financial planner for your retirement is a big decision. Here’s why so many people trust Fyfe Financial to guide them through it.
We do what we do because we believe great financial planning has the power to immeasurably change lives for the better. For us, there’s nothing more satisfying than helping clients articulate what a great life looks like, and showing them how to make it affordable. Our advice isn’t just about growing wealth; it’s about ensuring their money has a genuine, positive impact on their lives.
When you’re planning for such a crucial stage of your life, you must be sure that your advisers are equipped for the task at hand. We specialise in retirement planning, helping you navigate complex pension and tax rules to make the most of your wealth over a multi-decade retirement.
As life becomes increasingly complex, we will communicate what the numbers mean and how the different pieces of your finances fit together so you can make informed decisions about your future. It’s a responsibility we don’t take lightly.
Our ‘Chartered Financial Planners’ status represents the gold standard within our profession and we are extremely proud to have been awarded this title by the Chartered Institute of Insurance (CII).
This award reaffirms our professional commitment to the highest standards of service and advice and compliments the skills and qualifications we have attained over the last two decades. It also reconfirms our commitment to excellence and integrity and demonstrates the high quality of the financial planning services we are able to provide to our clients.
As Independent Financial Advisers we are not tied to any product providers, unlike many other firms. You can therefore be reassured that we will always put your best interests at the heart of everything we do without outside pressures influencing our recommendations and advice.
If an accountant or solicitor proposed to charge you based on the value of your investments alarm bells would start ringing and we believe it shouldn’t be any different for financial planners. That’s why we charge fixed monthly fees for our services based on the complexity of your financial affairs and our ability to add value over the long-term.
Sheffield is lovingly referred to as “England’s biggest village” and its friendly but forthright people have made it a wonderful and unique community to be a part of over the last 30 years. We believe that having advised local families for so long helps us to better understand how our clients tick. Being based on the south side of Sheffield, we are ideally located to serve clients in South Yorkshire and North Derbyshire.
Family values run firmly through Fyfe Financial, with two generations currently working in the business and a large emphasis being placed on the importance of family life. We’ve also worked with multiple generations of many families across decades which gives us a greater understanding of the challenges they face at different points in their lives.
Our fundraising journey began in 1990 when David and Jean Fyfe organised their first Daffodil Ball. The annual event became popular among some of Sheffield’s most prominent business figures and has raised an amazing £1,209,082 in total.
Richard and his wife Donna have also supported various charities over the years, taking part in numerous charitable activities, including a 12-hour relay run for a local mum’s fight against cancer and a “Frozen Family Fun Day”, which raised more than £3,000 for Save the Children’s Syrian Refugee Appeal.