Financial Planning Sheffield

Big goals need a smart plan. For local expertise, trust our team of financial planners in Sheffield, ready to help you build, grow, and protect your company or personal wealth, without the guesswork.

  • Get a smart, step-by-step plan tailored to your future
  • Sheffield-based planners who know your market - and your ambitions
  • From savings to strategy, we help your wealth work harder
  • We make finances feel human with approachable support
A team you can trust
Office Contact Form - Sheffield

Finding a financial advisor in Sheffield

Our Sheffield office is right in the city centre, making it easy for you to drop by for financial planning advice. Whether you're booking a consultation or just want to chat, there’ll be a team of friendly faces in our centrally-located office whenever you need us.

You'll find us at: Albert Works, Sidney St, Sheffield City Centre, Sheffield S1 4RG.

Our personalised approach to financial planning

At BHP, we know that good financial planning isn’t just about numbers, it’s about understanding your whole financial picture and what truly matters to you. That’s why we take a holistic approach, looking at every piece of the puzzle to create a clear, personalised strategy that helps you reach your long-term goals.

Whether you’re a business owner, trustee, individual, or planning for your family’s future, we tailor our advice to fit your needs. No one-size-fits-all solutions here – every financial plan is as unique as you are. Our expert team offers a range of financial planning services, including:

  • Tax Advice: Smart strategies to reduce liabilities and keep more of what you earn.
  • Retirement Planning: Helping you secure the future you deserve.
  • Investment Strategies: Growing and managing your wealth with a plan that fits.
  • Estate & Trust Planning: Protecting your legacy and making sure your assets are passed on smoothly.

Whatever your goals, a strong financial plan helps you reach them faster. Get expert, down-to-earth financial advice in Sheffield and make your money work smarter.

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.

Introducing our Leeds financial planning team

Answering your financial planning questions

Financial planning can feel overwhelming, but it doesn’t have to be. We’re here to help you understand how planning ahead can give you more control, confidence, and financial freedom.

What is financial planning, and why is it important?

Can I do my own financial planning?

When should I start financial planning?

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