Fyfe Financial

Fyfe Financial We are a family firm of Chartered Financial Planners in Sheffield specialising in Retirement Planning.

About Us

We are a firm of Chartered Financial Planners helping to answer our clients' big questions; ‘Can I afford to retire?’, ‘How much is enough?’ and ‘Are we going to be okay?’. We've been advising clients in the Sheffield area for over 25 years and focus on ensuring that our clients' financial wealth truly translates to a life well lived. 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. 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. Fair 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.

It’s rare for us to be included in the Saturday papers but twice in one day is definitely a record!We’re delighted to sh...
21/03/2026

It’s rare for us to be included in the Saturday papers but twice in one day is definitely a record!

We’re delighted to share that we’ve been featured in The Times as part of VouchedFor’s Top Rated Guide. This guide highlights the UK’s highest‑rated financial advisers, based entirely on verified reviews from clients. Being included is a real honour, and it reflects the trust, feedback, and support we receive from the people we work with every day.

On the same day, we also appeared in The Yorkshire Post after being named Financial Advisory Business of the Year in the 2026 Yorkshire My Local Awards. What makes this especially meaningful is that the award was voted for by our clients and supporters. Knowing that our work has made a difference, and that our clients took the time to vote for us, means the world.

If you’d like to read a bit more about our story, the My Local Awards team recently wrote a feature on us after our Financial Advisory Business of the Year win. It gives a great insight into who we are, what we stand for, and the journey that’s brought us here. You can read the full article on their website: https://mylocalawards.co.uk/fyfe-financial-wins-financial-advisory-business-of-the-year/

Thank you once again to all our clients and supporters. We’re incredibly grateful for your ongoing trust and confidence. These moments of recognition are only possible because of you. We’ll continue to work hard and repay the trust you place in us every day.

🏆 We’re incredibly proud to share that Fyfe Financial has been named Financial Advisory Business of the Year at the My L...
10/03/2026

🏆 We’re incredibly proud to share that Fyfe Financial has been named Financial Advisory Business of the Year at the My Local Awards 2026.

This recognition means so much because it’s powered by the local community. Every vote represents a client or supporter who believes in what we do and we’re genuinely grateful for that trust.

Thank you to everyone who voted, supported and continues to choose us. This award belongs to our clients as much as it does to our team.

We’re proud to represent Sheffield, South Yorkshire and North Derbyshire and look forward to continuing to deliver the standards that earned this recognition.

Congratulations to Fyfe Financial, our Financial Advisory Business of the Year.

Founded in 1993, Fyfe Financial has built its reputation on a simple but powerful philosophy — helping people live the best lives they can, not just grow their wealth. By guiding clients through the often complex financial landscape, the team focus on providing clarity, confidence, and peace of mind for the future.

Now led by brothers Richard and Stephen Fyfe, the family-run firm continues the values established by founder David Fyfe: honest advice, long-term relationships, and a genuine commitment to putting clients first. For many families across Sheffield, South Yorkshire and North Derbyshire, Fyfe Financial has become a trusted partner in planning for retirement, supporting loved ones, and making informed financial decisions.

Beyond their work with clients, the Fyfe family have also made a remarkable impact in the community — raising over £1.2 million for Sheffield Children’s Hospital through the annual Daffodil Ball and supporting local charitable causes.

This award is a well-deserved recognition of a business built on trust, expertise, and a deep commitment to the people they serve.

We are delighted to share that Fyfe Financial has won the ‘Commended’ award in the Retirement Adviser of the Year catego...
11/10/2025

We are delighted to share that Fyfe Financial has won the ‘Commended’ award in the Retirement Adviser of the Year category at the Investment Life & Pensions Moneyfacts Awards 2025.

These prestigious awards recognise the very best in financial services, and being commended highlights our ongoing commitment to providing tailored, high-quality advice that helps our clients make confident decisions about their financial futures.

We’re proud that our investment approach, expertise, and dedication to client relationships have been acknowledged at a national level. This commendation reinforces the standards we strive to uphold every day and motivates us to continue delivering the excellent service our clients expect.

We would like to share some exciting news with you.Fyfe Financial has been shortlisted in the ‘Retirement Adviser of the...
23/05/2025

We would like to share some exciting news with you.

Fyfe Financial has been shortlisted in the ‘Retirement Adviser of the Year’ category at the 2025 Investment Life & Pensions Moneyfacts awards.

These awards are some of the most prestigious in our sector and we’re proud and honoured to be shortlisted.

We’d like to take this opportunity to thank our incredible team for their hard work and our amazing clients, for trusting us with their finances, an honour that we never take lightly.

Fingers crossed we will have more good news to share after the awards ceremony in September! 🤞

We’ve got some exciting news we’d like to share with you! We are incredibly honoured to be named as one of Citywire New ...
22/11/2024

We’ve got some exciting news we’d like to share with you! We are incredibly honoured to be named as one of Citywire New Model Adviser’s Top 100 firms in 2024.

At Fyfe Financial, we are committed to delivering exceptional quality and take pride in everything we do, so it’s wonderful to be recognised for this for the first time.

The New Model Adviser Top 100 is an annual list compiled by New Model Adviser, a well-regarded publication in the financial advice industry. This list highlights and celebrates the top financial advice firms in the UK, recognising those that demonstrate innovation, client-centred approaches, and outstanding contributions to financial planning.

There are more than 5,000 firms authorised to provide financial advice in the UK, and we’re therefore incredibly proud to be ranked in the Top 100 by Citywire’s New Model Adviser. We’re also the only firm in South Yorkshire to be included on the list.

Being featured showcases our commitment to quality and excellence and enhances our reputation within the profession. For clients, the list serves as a guide to identifying firms that are consistently performing at the highest level, ensuring both trust and transparency in the advice they receive.

How were we judged?

The judges looked for evidence of well-qualified staff, robust investment propositions, appropriate fee structures, good use of technology, willingness to share best practice, and contribution to professional standards, to name just a few factors.

A few things that stood out to the judges:

The improvements we have made to our client documents to make them more comprehensive and accessible.

Improvements to our internal workflows and client vulnerability procedures.

Our work to highlight issues affecting consumers and our profession, including offering insights and comments in the personal finance trade press.

Our charity work, particularly that of David and Jean Fyfe, who have raised more than £20,000 for The Children’s Hospital Charity in Sheffield in the last 12 months alone.

I won the ‘unofficial’ ROUND Sheffield Run today. That’s the full course plus another 200m to the bar the get the first ...
26/06/2021

I won the ‘unofficial’ ROUND Sheffield Run today. That’s the full course plus another 200m to the bar the get the first ‘finisher’ pint from the Thornbridge Brewery stand. It was right nice 🍺

With the New Year upon on us, many of us will be making resolutions for how we intend to spend our time and money in 202...
02/01/2021

With the New Year upon on us, many of us will be making resolutions for how we intend to spend our time and money in 2021. This article from Fyfe Financial Director, Richard Fyfe from the middle of last year has some useful tips about how to make good habits stick.

https://fyfefinancial.co.uk/making-good-habits-stick/

2020 has been a difficult year and many of us will feel like we’ve gone backwards over the last 12 months. However, in h...
12/12/2020

2020 has been a difficult year and many of us will feel like we’ve gone backwards over the last 12 months. However, in his recent article, Fyfe Financial Director, Richard Fyfe, explains that if we if focus on the right things we will probably see that we have made more progress than we thought.

https://fyfefinancial.co.uk/making-progress/

Every retirement is different and the first step to achieving your perfect retirement is working out what it looks like ...
14/11/2020

Every retirement is different and the first step to achieving your perfect retirement is working out what it looks like for you. We’ll help you to articulate and prioritise what’s most important to you. Find out more below.

https://fyfefinancial.co.uk/who-we-help/saving-up/

Address

Sheffield
S119PJ

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

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