Financial Services
If you require help with developing a tailored financial plan, you can trust SMH Financial Services to take care of things. We believe the best financial planning service is provided through personal, face-to-face advice.
Our highly qualified and experienced Financial Planners are on hand to assist with all your business and personal financial planning requirements, such as tax planning, pensions and retirement planning, protection, investments and wealth management.
With offices in Buxton, Chesterfield, Harrogate, Huddersfield, Leeds, Rotherham, Sheffield and Wakefield, our team of expert financial advisers are available whenever you need them.
Financial Planning and Wealth Management you can trust
Putting our financial services clients 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 financial aims and objectives.
Our independence from any financial institution and holistic approach means that we work for you and therefore manage your needs through a diligent financial planning strategy. Our financial advice is always based on your individual needs and circumstances.
We pride ourselves in delivering an efficient financial service taking the time to explain matters in a simple and understandable manner.
Find out more about our financial planning services below or contact SMH Financial Services to arrange a free consultation to discuss your financial requirements in more detail.
Read our standard terms of businessOur Financial Services
Company Director Benefits
Business owners require financial advice to help ensure that both their business and the individual circumstances are catered for in the most efficient way.
Employee Benefits
Employee benefits are non-cash entitlements within the employees overall reward package, which generally have a financial cost for employers, for example paid holidays, pensions, or company cars.
Our Client Service
At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances.
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.
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
At SMH Financial Services, we understand that investing can be daunting, especially if you're unsure of where to start. That's why we offer a Personal Investment Strategy Service to help you create a customised investment strategy that meets your specific needs and goals.
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.
Taxation Planning
Appointing the right advisor on Tax Planning is vitally important. Minimising the tax liability for our clients is something SMH Financial Services value highly, as we fully understand how hard individuals have worked to accrue their wealth.
Cash Proposition
Your value proposition tells your prospective clients why they should do business with you rather than another accounting firm, and makes the benefits of your services crystal clear from the outset.
