Hamnett Wealth Management - Chartered Financial Planners

Independent Financial Adviser  160 Baslow Road, Sheffield, South Yorkshire, S17 4DR
First meeting at adviser's own cost
We are a Chartered firm of Independent Financial advisors. We have been awarded the Pension Transfer Gold Standard by the Chartered Insurance institute. We are actually based in Sheffield, unlike firms that market themselves from other UK locations.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Stockbroking services
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Graham Walton
Independent Financial Adviser

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

MR Jonathan Rowley FPFS
Director (Chartered) FPFS Cert CII(MP & ER)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser
MRS Louise Gower
Independent Financial Advisor

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

MR Phil Smith
Director

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Mrs Erica Dietsch
Independent Financial adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Jonathan provided my elderly mother with a first class service until she passed away in 2013. As her only son, and living in Sweden, I needed to entrust her financial affairs to a local specialist. Hamnett Wealth were recommeded to us by our Solicitors and have always provided a wonderful service. I can highly recommend their services. Their office staff are also their secret weapon. Thanks.
Mr J.Wasden, Sweden
I am an Accountant as well as a client of Hamnett Wealth. I used to work with Jonathan at PKF Accountants in Sheffield. We have known each other for 18 years and I am happy to refer my clients for independent advice. Their specialist pensions knowledge is a real benefit for myself and for our mutual clients.
Mr A.Moore, Dinnington
We have used Hamnett Wealth for advice, both personally and for our engineering business, for the past 5 years. We appreciate the advice they deliver and the friendly staff that assist us on a regular basis.
Mr Cooper, Chesterfield
About us

Hamnett Wealth Management-Chartered Financial Planners have been providing professional reliable and trusted personal Independent financial advice and investment advice since 1989. Based in the Totley area of Sheffield, we offer all prospective clients a free initial face-to-face review meeting, without obligation, where we will assess your needs and explain how we can help. We treat every one of our clients as an individual and take time to understand your own specific requirements, aims and financial objectives to make sure your future is secure. Our Independent Financial Planner Jonathan Rowley is a SOLLA Accredited Later Life Adviser.
Check out our website to see why we are the preferred choice of advisors in Yorkshire and Derbyshire. Call us now or e mail.

Our services

As Chartered Independent Financial Advisers, we offer a expert financial advice services for individuals, business owners and trustees. We cover a number of financial planning areas including Pensions, tax strategies, trust funds, long-term care planning and ethical investments. We have been awarded the Gold standard for Pension transfer advice-awarded by the CII. We also strategically partner with like-minded Solicitors and Accountants to provide integrated advice solutions to our clients. Many areas we deal in are seen as financially complex but we speak in plain English and explain everything to make the process as simple and easy as we possibly can. Check out our website. Call us now or email us.

Where to find us
Head office address: 160 Baslow Road, Totley, Sheffield, South Yorkshire, S17 4DR
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

We are totally Independent and are not restricted in any way.
We are regulated by the FCA. Our Number is 447862.
We are free from 3rd party influence /ownership so can be Independent at every stage of our advice process.

Response rating
9.0/10
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FCA authorised
Last authorised 7th June 2021

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