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, Rotherham and Knaresborough 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 [email protected]

Read our standard terms of business

Our Services

Director Benefits

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.

Emp Benefits

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 finance solutions services

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.

Retire

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 services

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.

REQUEST A CALL BACK

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 [email protected]

LATEST NEWS

2 days ago
Over 5 million people still have to file their self-assessment tax return to avoid penalties.

Are you clear about whether you’re one of them?

https://t.co/oTGS5whKTv

#selfassessment #tax #31January
2 days ago
Check out our article in the latest @WaveMagazine2 on year end tax planning.

The clock is ticking for the tax year end, do miss out and start planning today!

#TaxYearEnd #Tax #FinancialPlanning https://t.co/5GxPz7CXgk
SMH_UK photo
Wave Magazine @WaveMagazine2
Issue 13 of Wave Magazine is out now!

Our New Year edition looks forward to what's in store for #Waverley over the next year, including further residential development, a GP surgery, more play equipment for the park, a new community garden and much more!

https://t.co/vr7bvJkUCP https://t.co/paaWm8fkr0
4 days ago
How will the new government affect your financial planning and taxes?

December’s #election result has implications for #corporationtax, #nationalinsurance, #incometax and funding #socialcare

Read our latest blog for more info:

https://t.co/e9WRGKpYNS
1 week ago
The ONS’ lowered life expectancy projections have implications on retirement planning and investments.

Check out the updated calculator and accompanying data here:

https://t.co/saRa4HjwbB

#ONS #pensions #savings #financialplanning #investment
1 week ago
2020 begins with a reasonable investment outlook. Is it worth selling shares to realise 2019 gains?

Check with your financial adviser about investing in ISAs and pensions before the tax year ends

https://t.co/18fOlf5am2

#shares #ISA #pension #markets #investments
3 weeks ago
Scammers are targeting taxpayers as the self-assessment deadline nears, so be aware of potential fraud attempts especially via phone and text.

https://t.co/SV1RRxLzjj

#scams #HMRC #tax #selfassessment