• Sheffield
  • Chesterfield
  • Rotherham
  • Buxton

Financial Services

Welcome to SMH Financial Services, if you require help with developing a financial plan, you can trust us to take care of things. We believe that the best financial planning service is provided through personal, face-to-face advice.

Putting you at the centre of everything we do is our core belief and ensures that we operate a truly client-focused strategy designed to meet your aims and objectives. Our independence from any financial institution means that we work for you and therefore manage your financial needs through a diligent planning strategy and advice is based on your individual needs and circumstances.  We pride ourselves in delivering an efficient service taking the time to explain matters in a simple and understandable manner.

We provide an holistic approach to help ensure you receive financial planning that is tailored to your needs. Our friendly team are based in Sheffield, Chesterfield, Buxton and Rotherham and we can guide you through creating a financial plan for the future. You need to make sure that the financial advice you receive is trustworthy and free from vested interests – our independence provides this peace of mind.

Please get in touch with one of our advisers today on 01142664432 or email us on info@suttonmcgrathhartley.co.uk

Read our standard terms of business

Our Services

Company Director Benefits

Business owners require specialist financial advice to ensure that both their business and the individual circumstances are catered for in the most efficient way.

Employee Benefits

In negotiations and in day-to-day life, both employers and employees all too frequently focus solely on the salary being paid for the job at hand, rather than considering the total remuneration package on offer.

Personal Financial Solutions

At SMH Financial Services we specialise in a variety of Personal Financial Services which cater to your individual requirements. We are proud of our open and honest approach to advice and enjoy building trust with all of our clients personally.

Personal Investment Strategy

Investing for the future and the potential options available can be a difficult area to navigate. We are therefore able to help you construct a suitable investment strategy that meets your objectives.

Pensions & Retirement Planning

Retirement should be a time to enjoy ourselves, not to worry about money, so ensuring that you have the right retirement strategy in place is essential.

Protecting Those Who Matter

We know that death and illness are not easy subjects to think about. However, protecting against these events will give you peace of mind that you and your family are financially secure should anything happen.

Our Client Service

At SMH, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances.

Taxation Planning

Appointing the right advisor on Tax Planning is vitally important.


If you are interested in any of our group services and looking to speak with one our in-house experts please fill out our enquiry form below. One of our team will aim to get back to you as soon as possible at a time that suits you.

01142 664432 info@suttonmcgrathhartley.co.uk


2 days ago
VCTs are ever more popular despite new rules making investment more risky


#tax #investment #VCT https://t.co/3NYvKvwoim
SMH_UK photo
5 days ago
From 1 April 2019 Making Tax Digital comes into force.

We have produced two handy guides on how to prepare for MTD that you can access on our website.

We're Making Tax Digital ready - are you?


#MakingTaxDigital #MTD #Tax https://t.co/JkU46ky3iw
SMH_UK photo
1 week ago
Here's our latest feature on page 8 of the latest issue of @PureBuxton promoting our Financial Planning & Wealth Management Services via our Buxton office.

Check it out here!

#FinancialPlanning #WealthManagement #Pensions #Buxton https://t.co/NBnLbmnidH
SMH_UK photo
1 week ago
Looking forward to being in the next issue! https://t.co/2Sk5ESI1V6
SMH_UK photo
Wave Magazine @WaveMagazine2
We're working on the March / April issue of Wave Magazine.

If you're looking for a cost effective way to #advertise your business over 1,000 new homes and businesses at @_Waverley in #Rotherham then drop us a line!

Check out our ratecard here:

https://t.co/DdVea8Q6IA https://t.co/27yYUWRplj
1 week ago
DWP targets 6 out of 7 self-employed failing to save towards a pension and excluded from auto-enrolment.


#retirement #pensions #self-employed
2 weeks ago
The income trigger for the high income child benefit charge will match the higher rate threshold in 2019/20.

Are you aware of the pitfalls?


#taxcharges #childbenefit #higherrate