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

3 days ago
The end of furlough could mean redundancy for some employees, but make sure correct procedure is followed.

There may be alternative routes for your business.

https://t.co/ZCxD06uiwi

#furlough #employees #CJRS #redundancy https://t.co/KWjdTOQeJc
SMH_UK photo
5 days ago
With social care funding climbing to the top of the agenda, potential additional means-tested personal contributions need to be included in retirement planning.

https://t.co/Z8B4PtnUSV

#socialcare #nursinghome #Dilnot #tax #Covid19 https://t.co/bZ1QhRIxjU
SMH_UK photo
1 week ago
Have you ever wondered what would happen to your estate if you died without a Will?

Our infographic will tell you what would happen in your individual circumstances if you died intestate.

#Will #WillWriting #MakingAWill #Intestacy https://t.co/bnkUK2Wib8
SMH_UK photo
1 week ago
We're hiring!

We have a range of positions available in our Rotherham and Buxton offices.

Check out our website for details of our latest vacancies:

https://t.co/8FsITDQVoB

#Vacancies #Job #Career #Accountancy #Employment #Accountant #Payroll #Rotherham #Buxton https://t.co/53PXhxgLKh
SMH_UK photo
1 week ago
National Savings & Investments has launched a new green savings product, but the announcement came without one key piece of information – what return will the bond offer?

https://t.co/OpmkBnFPTJ

#NSI #greenbond #bonds
2 weeks ago
Thanks to @DPPUK for supplying us with some quality branded golf balls, tees & brollies for our #charity #golf day!

Thankfully the sun was out and the brollies weren't needed, but we're sure they will get some use over the coming months!

We raised a fantastic £2,330 for @SYMNDA https://t.co/peMWQupQF6
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