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, Knaresborough, 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 business

Our Financial Services


Director Benefits

Company Director Benefits

Business owners require specialist financial advice to ensure that both their business and the individual circumstances are catered for in the most efficient way.

Emp Benefits

Employee Benefits

In negotiations and in day-to-day life, both employers and employees all too frequently focus solely on the salary being paid for the job at hand, rather than considering the total remuneration package on offer.

Our Client Service

At SMH, 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 finance solutions services

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

Investing for the future and the potential options available can be a difficult area to navigate. We are therefore able to help you construct a suitable investment strategy that meets your objectives.

Protecting those who matter services

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.

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.


If you are interested in any of our group services and looking to speak with one our in-house experts please fill out our enquiry form below. One of our team will aim to get back to you as soon as possible.

  • This field is for validation purposes and should be left unchanged.

01142 664432