Investment Advice Sheffield

Make smarter investment decisions with clear, personalised advice from Sheffield’s trusted experts, whether you’re building wealth, planning retirement, or protecting your legacy.

Clear, personalised strategies designed around your goals
Expert guidance to maximise returns and manage risk
Support for every stage - from growth to retirement planning
Local Sheffield advisers you can trust and easily reach

A team you can trust

Make your money go further, without the guesswork

We’re an independent firm, which means our advice is always driven by what’s best for you – not by products or commissions. Whether you’re investing for income, growth, or security, we’ll help you build a balanced, tax-efficient portfolio. Here’s just a snapshot of what we can do for you:

Wealth planning strategies:

Create long-term investment plans that align with your goals
Understand your risk tolerance and match it to suitable investments
Build diversified portfolios designed to perform across different market conditions
Regular reviews and adjustments as your circumstances change

Retirement planning:

Develop pension strategies that fund the retirement you want
Maximise tax relief on pension contributions
Plan withdrawal strategies that last throughout retirement

Consider options for early retirement or phased retirement

Tax-efficient investing:

Make the most of ISA allowances each year
Structure investments to minimise unnecessary tax
Plan for capital gains and dividend tax implications
Coordinate with pension planning for overall tax efficiency

Inheritance and estate planning:

Structure wealth to pass efficiently to the next generation
Work with inheritance tax rules to protect your estate
Plan charitable giving strategies
Coordinate with trust and estate planning specialists

Hear what our clients say

Cafeology

We’re delighted with the service that BHP has provided over the last few years. We turned to them at a difficult time and have been really impressed by their knowledge and expertise. Their experienced team provides first-class advice and support. Quality is embedded within all aspects of our own business and we’re continually looking to innovate and improve our services, so we’re pleased to have developed a partnership with a firm that shares the same principles. It’s great that we feel we can ask for help at any time and know exactly who to contact when we need assistance. We’re aiming to grow our business and feel perfectly placed to do so with the BHP team acting as our advisers.

Ansys

We chose BHP from a number of candidates, impressed by their fresh no nonsense approach, and their appreciation of how important the relationship is to us. The first year went better than expected. The team were all knowledgeable but friendly and approachable, and understood the need to maintain close contact as they learnt our business. They were flexible and supportive, and the partner and Director were available whenever we needed advice or clarification. The whole process was so much less stressful than the previous few years and gave us the confidence that we had made the right decision.

Museums Sheffield

Following a strong competitive tender process, Museums Sheffield have appointed BHP as auditors and advisors for our charitable Trust. Museums Sheffield were seeking a firm of advisors who have demonstrable experience in the Charity sector but could also offer the breadth of advice services that a progressive charity needs in this constantly changing sector. We were delighted that we able to appoint local firm BHP.

The Tech Dept

Thank you so much for being you. A breath of fresh air. Your candour will help many people who listen to our podcast. What a joy to be able to work with such fun people.

Working with Financial Planners in Sheffield

Our advisers take the time to build trusted, lasting relationships, because real investment advice is about understanding what truly matters to you.

You’ll always have direct access to experienced, qualified professionals who’ll guide you through the markets and help you navigate life’s big financial moments, from buying property to passing on wealth.

We believe in being proactive, transparent, and genuinely helpful, so you can feel in control of your money and your future.

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Whatever the question, we'll have the solutions.

Investment Advice Sheffield

Where to find your Sheffield investment partners