Back in the summer of 1972, David Fyfe, our founder, left university with a first class honours degree in mathematics, expecting to pursue a career as an actuary. However, he soon found himself working on the sales force of a large insurance company, which he was much more suited to, as it included dealing with real people.

In November 1986, David took the plunge and moved from a secure job with an insurance company to become an independent financial planner, enjoying the freedom that this new role provided.

You do need a bit of luck in life, and for David, that happened, ironically, when the company he worked for failed and he was made redundant. David was encouraged to set up his own company and was put in touch with Mike Robertson, the principal of Parkway Insurance Services. He formed David Fyfe, Independent Financial Adviser with his wife, Jean.

David’s eldest son, Stephen, graduated with a degree in finance from Manchester University and decided to join the firm and study to become a financial planner.

In 2002, we formed a limited company and Fyfe Financial was born.

David’s younger son, Richard, joined us after gaining a degree in mathematics from Manchester University.

Stephen Fyfe was made a Director of Fyfe Financial.

Stephen Fyfe was awarded the Chartered Financial Planner designation by the Chartered Insurance Institute (CII).

Joanne Bosworth joined the team at Fyfe Financial.

Richard Fyfe was awarded the Chartered Financial Planner designation by the Chartered Insurance Institute (CII). Richard was also made a Director of the business and Fyfe Financial moved to its current home here on Ecclesall Road South.

Fyfe Financial was awarded corporate Chartered status by the Chartered Insurance Institute. This is the “gold standard” for financial planning firms in the UK.

Mike Robertson retired in March, and Fyfe Financial became directly authorised by the Financial Conduct Authority.

Fyfe Financial began to roll out fixed fee service contracts to clients to promote transparency across the business. While fixed fees continue to be rare today, they were genuinely innovative almost 10 years ago.

David Fyfe was awarded the Professor Robert Boucher Distinguished Alumni Medal by the University of Sheffield in recognition of his fundraising for Sheffield Children’s Hospital.

David and Jean received a Lifetime Achievement Award from the Children’s Hospital Charity in Sheffield in recognition of raising more than £1 million for the charity. Richard Fyfe collected the award on their behalf.

Joe Wood joined Fyfe Financial shortly before the country headed into lockdown in 2020. He also completed his Diploma in Regulated Financial Planning later that year.

Emily Wright joined our team in November 2021.

Over the years, David and Jean have raised £1.2 million for the Children’s Hospital Charity. In recognition of their remarkable 34-year fundraising effort, the charity hosted a celebratory lunch at Inox Dine, Sheffield in their honour.

Fyfe Financial was also included in the Citywire New Model Adviser Top 100 UK advice firms for the first time.