Financial advice in Sheffield

Tell us what advice you need. We review your enquiry before discussing a suitable Sheffield or remote adviser.

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What would you like help with?

Retirement & pensions

Compare retirement and pension specialists.

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Investments

Understand minimum assets, ongoing service and fees.

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Business owners

Find advisers who work with founders and owner-managed businesses.

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Professionals & families

Compare advisers whose service fits professionals and families.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Sheffield

Sheffield serves a broad South Yorkshire advice market with professionals, business owners and families whose needs can differ significantly. Local access should sit alongside specialist fit.

Sheffield, Rotherham and nearby South Yorkshire can form one practical face-to-face market. Remote advice can widen specialist choice further.

What to compare before choosing

Sheffield in context

The local-authority figures cover the Sheffield council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 17.1%

Sheffield · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 14.2%

Sheffield · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Sheffield

How do I choose a financial adviser in Sheffield?

Check regulation first, then compare specialist experience, client type, minimum assets, service and fees.

Should I include Rotherham or Chesterfield?

Yes where travel is practical. Nearby advisers can widen the specialist pool without removing face-to-face access.

How much does financial advice cost in Sheffield?

There is no standard Sheffield price. Ask for the initial and ongoing cost in pounds and what service is included.

Can I use a remote adviser?

Yes. Remote advice can be useful where a specialist outside South Yorkshire is a stronger fit.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

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Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Sheffield council area. Each figure shows the period it covers.

Population: 579,517
Residents aged 65 or over: 17.1%
Self-employed share of people in work: 14.2%
Disposable income per person: £20,214
Median weekly pay before tax: £606.60
Selected company registrations: 344
Wider-area company registrations: 443

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

Employment in Sheffield is summarised by the 2021 Census as follows: Human health and social work activities accounts for 19.0% of employment, 4.4 percentage points above the England benchmark. Education accounts for 12.6% of employment, 2.7 percentage points above the England benchmark. Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 14.7% of employment, 0.3 percentage points below the England benchmark. Among the three sectors shown, Human health and social work activities is 6.4 percentage points higher than Education. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

14.2% of people in work are self-employed, while the England comparison rate is 16.9%. Gross disposable household income per head was £20,214 in 2024. Gross median weekly pay was £606.6 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

The population figures shown on this page cover the Sheffield local authority area. The Office for National Statistics (ONS) estimates 579,517 residents, of whom 17.1% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Sheffield total.

Sheffield is mapped to 344 active Companies House registrations in the selected business categories; the Sheffield travel-to-work area contains 443. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Sheffield. Photograph by Abarrajon. CC BY-SA 4.0.