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.

Our Why

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.

Retirement Specialists

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.

Chartered Financial Planners

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.

What our clients say about us.

Stephen has brought order to our investments and their performance has exceeded our expectations. We expect to be comfortable in later life, and not have to worry about money matters.- John Bate
Richard has provided me with the best advice on building up my pension fund to secure a secure and comfortable retirement. He has always been proactive, seeing problems before they arise and providing solutions.- Michael Thomas
I like the formality of the annual review, but the informality of our meetings. I always feel that the team is easy to approach if there is anything that we need to ask.- Graeme Thynne
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
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.- Tim Temple
The overall service I have received from every member of staff I've come into contact with has been excellent.- Martin K Stevens

Independence

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.

Fixed Fees

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.

Local Family Firm

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.

Charitable Giving

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.

Janice and Tony’s story

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Sandra and Mick’s story

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Tim’s story

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Ready to plan, build and live your best life?

Speak to one of our team.

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