Fyfe Financial

Fyfe Financial is a family-run financial advisory firm founded in 2002 by David Fyfe and based in Sheffield. The firm has advised clients for more than 30 years and became directly authorised by the Financial Conduct Authority in 2013. Fyfe Financial Limited is authorised and regulated by the Financial Conduct Authority. It holds corporate Chartered status from the Chartered Insurance Institute, and Stephen Fyfe and Richard Fyfe each hold the Chartered Financial Planner designation from the Chartered Insurance Institute.

The firm provides independent financial planning services and has rolled out fixed fee service contracts to clients to promote transparency. Fyfe Financial was included in the Citywire New Model Adviser Top 100 UK advice firms in 2024 and 2025. It received a ‘Commended’ award in the Retirement Adviser of the Year category at the Investment Life & Pensions Moneyfacts Awards 2025 and won the My Local Awards Financial Advisory Business of the Year award.

Stephen and Richard Fyfe were recognised as VouchedFor Top Rated Advisers in 2026. David and Jean Fyfe have raised £1.2 million for the Children’s Hospital Charity and received a Lifetime Achievement Award from the charity. David Fyfe was awarded the Professor Robert Boucher Distinguished Alumni Medal by the University of Sheffield.

Retirement planning, savings and pensions are the work that Fyfe Financial's clients most often describe, with several writing about long-term financial planning stretching over many years. A theme running through the feedback is the plain, everyday language used in meetings, where questions are answered without jargon and the atmosphere feels relaxed rather than intimidating. Continuity is another recurring theme, as clients tell of relationships lasting five, ten or twenty years during which the same advisers have looked after their affairs.

Richard is named by more than one reviewer as the person who guided them through decisions on pensions and investments, while the wider team is described as knowledgeable, helpful and genuinely interested in the families they serve. Several accounts note that contact remains possible between the yearly reviews, and one customer highlights the fixed fee arrangement as preferable to a charge based on a percentage of gains. Long-standing clients say the advice has stayed personal and relevant, and that the planning has produced a stable fund for retirement.