Why Us
We believe there are many reasons to choose Fyfe Financial to help you plan for your retirement. The main ones are listed below:
Our Why
Our Why, the reason we choose to do what we do, is that we believe good financial planning can immeasurably change lives for the better. For us, there’s nothing more satisfying than helping a client figure out what a great life looks like for them personally, what’s truly important to them above everything else, and then showing them how they can make it affordable. And that’s why your
story will always be more important to us than your money because we need to know where you’ve come from and where you’re going if we’re going to draw you a map of how to get there.
Retirement Specialists
When you’re planning for such a crucial stage of your life you need to be sure that your advisers are equipped for the task at hand. We specialize in retirement planning and have the technical abilities to make sure our clients take advantage of the complex pension and tax rules across a multi-decade retirement.
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.
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 25 years. We believe that having advised local families for so long helps us to better understand how our clients tick and being based on the south side of Sheffield we are ideally located to serve customers in South Yorkshire and North Derbyshire.
Family values also 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.
