Independent Financial Planners & Wealth Managers

Independent Financial Planning & Wealth Management in Sheffield, Doncaster and Northampton for high net worth individuals and business owners.
Contact our financial planners today!

Financial Planning and Wealth Management Services

We are fully independent financial planners based in Sheffield, Doncaster & Northampton. We can provide a holistic view of your finances tailored to your financial needs and goals.

Our financial advisers provide corporate and personal financial planning services, linked with specialist tax planning advice from the tax advisers at Hawsons Chartered Accountants.

Trusted by our Clients

Find our Office

Pegasus House, 463A Glossop Road, Sheffield, S10 2QD

The importance of independent financial planning

Independent financial advisers are not tied to specific financial products or institutions, allowing them to offer unbiased recommendations tailored to each client. This impartiality ensures that everyone receives personal financial advice that is truly in their best interests. This offers individuals the opportunity to receive objective, tailored financial guidance. Engaging in proper finance planning means you’re empowered to make informed decisions, optimise your financial resources and pursue long‑term goals with confidence.

Here are some of the key benefits of independent financial planning advice:

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Holistic approach

Tailored solutions

Impartial recommendations

Diverse product selection

Educational support

Continuous monitoring and support

Meet Our Wealth Management & Financial Planning Team

Matthew Whittam

Matthew Whittam

Independent Financial Adviser

David Tidswell

David Tidswell

Independent Financial Adviser

Will Rose, Paraplanner

Will Rose

Head of Risk & Governance

Lindsey Hallam

Lindsey Hallam

Financial Planning Administrator

Georgia Hibbert

Georgia Hibbert

Financial Planning Administrator

aaron hemmington

Aaron Hemmington

Tax Partner

Ed Durrant, Hawsons Wealth Management

Ed Durrant

Independent Financial Adviser

Ben Peacock, Chartered Financial Planner

Ben Peacock

Chartered Financial Planner

Matthew Whittam

Matthew Whittam

Independent Financial Adviser

David Tidswell

David Tidswell

Independent Financial Adviser

Will Rose, Paraplanner

Will Rose

Head of Risk & Governance

Lindsey Hallam

Lindsey Hallam

Financial Planning Administrator

Georgia Hibbert

Georgia Hibbert

Financial Planning Administrator

aaron hemmington

Aaron Hemmington

Tax Partner

Ed Durrant, Hawsons Wealth Management

Ed Durrant

Independent Financial Adviser

Ben Peacock, Chartered Financial Planner

Ben Peacock

Chartered Financial Planner

Finance planning wealth management

Financial planning for high-net-worth individuals

Equity release (Hawsons don't offer advice on home reversions)

Financial planning for business owners

Why choose Hawsons Wealth Management as your financial planner?

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Holistic approach

We don’t just focus on one area of financial planning. Our team will take into account all aspects of your financial situation and goals before creating a cohesive financial strategy that addresses the entirety of your financial circumstances and aspirations.

 

 

Independent

We are not tied to specific financial products or institutions, allowing us to recommend financial products impartially. This impartiality ensures our clients receive financial advice that is truly in their best interest.

Tailored

We recognise that all individual circumstances are different, which is why we offer all clients tailored financial advice.

Signs that you need a financial planner

Anticipate a significant life event

Receive a windfall i.e inheritance, etc

Sudden change in finances

Considering retiring

Concerned about finances

Not achieving financial goals

Unsure on how to invest

Financial planning FAQs

Why can't I just do this myself?

Whilst you can attempt financial planning on your own, a professional financial planner brings expertise and experience that can help you navigate making complex financial decisions, to create a comprehensive and individually tailored plan. Additionally, financial planners stay updated on changes in legislation and new investment opportunities, ensuring your plan remains optimal and compliant. For certain types of investments, providers will only open them for you if you have taken advice from a regulated financial adviser.

Can I choose where I invest my money?

Effectively, yes. Our aim is to provide bespoke financial advice based on your own individual circumstances and preferences. Ultimately the decisions on how much investment risk you wish to take and what sectors you want to invest in are decided by you.

How are you regulated?

Hawsons Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Hawsons Wealth Management Ltd is entered on the FCA register www.fca.org.uk/register/ under reference 586696.

How can a financial planner help me achieve my goals?

A financial planner can help guide you through the sometimes complex decisions you will need to make. They will do this by taking a holistic approach to your financial situation, capturing your personal information, assessing you priorities and objectives and crafting individual solutions for you. They will develop a long term plan for you, so as your situation changes over time, they can provide you with ongoing support, by reviewing your plan on a regular basis.

If you would like us to become your financial planner, the process couldn't be simpler

Schedule a free initial meeting

Confirm you want us to become your financial planner

We will conduct our research and provide you with our recommendations

Monitor and review

If you would like us to become your financial planner, the process couldn't be simpler

Schedule a free initial meeting

"

Confirm you want us to become your financial planner

"

We will conduct our research and provide you with our recommendations

"

Monitor and review

Contact us

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