Sheffield Financial Advice | Sheffield Wealth Management

Our wealth management services

Our Sheffield office traces its roots back to 1844 when the Sheffield Stock Exchange opened.
Our heritage was founded on client service, which in turn built strong long-term relationships with clients and their advisers, and this approach carries on today. That heritage is now complemented with industry-leading research capabilities and state-of-the-art technology, allowing us to continue to offer exceptional Investment Management and Financial Planning services to our clients today.

Find the right service for you below.

Plan your visit

For new clients, please complete our enquiry form or give us a call on 0330 390 9191.

For existing clients, if you have already arranged a meeting then we can help you plan your visit. Give us a call on 0114 228 6790.

Make sure to check the accessibility information below, and let us know if you require special assistance.

Our address is: Beech House, 61 Napier Street, Sheffield, S11 8HA

Our what3words: EDIT.MANAGE.DEALS.

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Available assistance

Disabled parking

Parking facilities are available in designated client parking bays outside the building next to the front door

Wheelchair access

Wheelchair users can access the building through the main entrance on the ground floor from the car park where a member of staff will provide assistance if required.

Induction loop

There is no induction loop fitted within the office. Writing materials will always be available if this is your preferred method of communication.

Toilets

There is a disabled toilet at this location on the ground floor near reception.

Lifts

There are no lifts at the building. Client areas are on the ground floor and are easy accessible.

Fire exit

Where required a member of the company will help you leave the building safely.