Hamnett Wealth Management

Established in 1989, Hamnett Wealth Management has been built on core values that have been integral to the company’s success over the last 30 years.

Building long-lasting relationships

Hamnett Wealth Management is owned and managed by Phil Smith and Jonathan Rowley who first met at HSBC back in 1994. Phil joined Hamnett Wealth in 1996 with Jonathan joining in 2002. Together they took total control of the business in 2008. Since then, they have evolved and adapted the business to keep pace with the shifting economic landscape and the constant changes in legislation and regulatory regimes.

Phil and Jonathan, both Independent Financial Advisers (IFAs), have built long-lasting relationships with clients and their families across Sheffield and Derbyshire, some of whom have been dealing with the company for the last 30 years.

In a fast changing world, and with a wealth of experience under their belts, Phil and Jonathan are committed to ensuring that the business stays focused on providing stability, reassurance and support to clients who have entrusted their financial future with them.

Our Team

At Hamnett Wealth Management, you will be personally looked after by one of our four experienced, qualified Independent Financial Advisers (IFA) who will be dedicated to managing your individual requirements. This will be backed up by professional support from our administration team based in our Totley Office in Sheffield.

All of our Independent Financial Advisers (IFA) are Diploma qualified and hold the Statement of Professional Standing (SPS) as required by the Financial Conduct Authority (FCA), which governs financial advisers in the UK.

Jonathan Rowley, Director, Chartered Financial Planner FPFS, Cert CII (MP & ER), SOLLA Accredited Later Life Adviser.

I am a Chartered Independent Financial Planner and own and manage Hamnett Wealth Management. I have been advising clients for over 32 years and have been with Hamnett Wealth Management since 2002. I specialise in advising clients on areas such as investments, pensions and tax planning. I am a Pensions Transfer Specialist. I have vast experience of dealing with business owners, trustees and other professionals and believe in providing a totally unbiased opinion on all areas of financial planning. I specialise in the older client sector and am a SOLLA accredited Later Life Adviser.

Phil Smith, Director & Independent Financial Adviser Dip PFS, Cert CII.

I am an Independent Financial Adviser and own and manage Hamnett Wealth Management. I have been advising clients for over 27 years and have been with Hamnett Wealth Management since 1996. I specialise in advising clients on areas such as investments, pensions and inheritance tax planning. I have an in-depth knowledge of trusts, pensions legislation and investment planning. I pride myself in taking time to get to know my clients and understanding their individual needs and requirements . I build lifelong relationships with my clients becoming their trusted adviser in many different areas. With me, what you see is what you get – I am straight talking and offer good advice.

Lisa Richards, Business Manager.

Erica Dietsch, DipPFS, Certs CII (MP & ER), CeMAP, PETR, CertLTCP, AdvDipFA, Chartered ALIBF LIBF, Independent Financial Adviser.

I specialise is in advising clients in areas such as Equity Release, Investments, Pensions, Trusts and Inheritance tax planning. I spend time helping my clients, learning what is important to them and working with them to achieve their goals and provide them with excellent service.

Graham Walton, Independent Financial Adviser.

I graduated with a degree in Accounting and Finance in 1994 and, other than two years with a bank, I have been a Financial Adviser ever since. I started with Hamnett Wealth in 2003 and my focus switched to green and ethical investments in 2007. I love the job and the relationships I build with the people and families I advise.

Ross Bolton, Independent Financial Adviser

“The best things in life are free” as the Beatles lyrics say… Whilst this may be true, in our busy material world we all need money to support our lifestyles, at every stage of our lives.

Money may have come to you through hard work, thrift, skill, fortitude or inheritance – whatever the source my role is to listen to what you want it to do for you and support you in planning with it for a long & healthy life.

Throughout the journey we’ll ensure you have it protected where possible from unnecessary taxation and help you plan that as much as possible is kept within the family and goes to those that you love after your death – after all, whilst it’s important that we pay our fair share, none of us want to pay more tax than we need.

We could talk ISA, PP, SIPP, SSAS, FIB, PHI, CIC, IHT, EIS, VCT and other such abbreviations all day long, but you can go anywhere for that, or simply google them all – it doesn’t really excite me and after over 30 years’ experience if there is one thing I’ve learned it’s that in general it probably doesn’t do it for you either.

If life were to be compared to a 2 week holiday many of my clients are into their 2nd week, think back to your last holiday and remember how fast that 2nd period goes. If that reminds you that you really ought to set aside some time to look at all that ‘stuff’ around your money & life – let me know, let’s meet and see if we have a basis to work together.

Alex Brown, Administrator.

I enjoy being part of the team at Hamnett Wealth Management and I like that every day is different as I’m always learning new things.

Jayne Briggs-Willis, Administrator.

After 24 years of working in the banking sector in various roles, I came to Hamnett Wealth Management in July 2015 and haven’t regretted a minute. I love working as a team and the work is so varied.

Karen Milbourn

I joined the Hamnett Wealth team in April 2021 and have not looked back; I have learnt so much since starting. This team is very welcoming and supportive, it is a very friendly happy environment to work in and I am enjoying every minute.

I work Tuesday, Wednesday and Friday and when I am not here you may see me enjoying a walk in the surrounding hills.

Henry Orme

I joined Hamnett Wealth in September 2022 after completing my undergraduate degree in Financial Trading and Investment Management at Sheffield Hallam University. Since then, I have gone on to achieve a master’s degree in Wealth Management and I am now completing my professional exams, ultimately aiming to become a Chartered Financial Adviser.

When I am not at work I am often playing golf or walking around the Peak District.

Georgia Bolton, Support Adviser, Dip PFS

I have worked in financial services for several years now, although, it feels like I’ve been doing this forever. In fact, I can’t imagine doing anything else.

Financial planning involves a lot of number crunching, analysis, and reporting, but at its core, it’s about helping you achieve financial independence and the freedom to enjoy your life's savings or support those you care about.

This is what financial planning is really about, and it’s a genuine privilege to come to work every day.

Ben Pugh

I joined Hamnett Wealth in March 2023 after working in a variety of roles in Financial Services for five years. I came to Sheffield to study for an undergraduate degree at Sheffield Hallam University, and eventually a master’s degree at the University of Sheffield.

With a background in Protection, Pensions, Annuities and Fraud Prevention, I look forward to applying my experience in helping our clients reach their goals.

Address: 160 Baslow Road, Totley, Sheffield S17 4DR, United Kingdom

Phone: +44 114 235 3500
FAX: +44 114 235 2299
Email: advice@hamnettwealth.com