SMH Financial Services, a leading financial advisory firm based in Sheffield, is pleased to announce the addition of two new members to its growing team. As demand for their services continues to increase in 2023, James Hargreaves and Thomas Connor have joined the company as Financial Planning Manager and Financial Planning Assistant, respectively.
Part of the SMH Group of companies, SMH Financial Services has been providing tailored financial advice for pensions, wealth management, tax planning, and assurance to clients across their offices in Yorkshire and Derbyshire since 2015.
The company’s focus on delivering personalised financial solutions has led to a growing client base, making the recruitment of James and Thomas a strategic move to meet the increasing demand.
James Hargreaves, Financial Planning Manager comments: “After becoming a Fully Qualified Financial Adviser in November 2019, I’m now a stage in my career where I want to utilise my experience and add further expertise to the existing team and help build on the current client base.
“I will be working to ensure that the Financial Services Team has a key presence in all the regional SMH Group offices.”
Thomas Connor, Financial Planning Assistant, adds: “I’m delighted to join SMH Financial Services and will be providing support to both the advisers and the advisory team within the office. This is my first job since graduating from university with a BA(Hons) degree in Accounting & Finance, and I have high aspirations to become more proficient as my knowledge of the role increases.
“I’m looking forward to working towards my CII Diploma in Regulated Financial Planning exams in the upcoming years to keep the team working at its current high standard.”
Simon Turner, Chartered Financial Planner at SMH Financial Services, comments: “We are thrilled to welcome James and Thomas to our team. James’s expertise and experience will be invaluable as we continue to grow and meet the increasing demand for our services. We are confident that both will play a vital role in helping us to continue delivering exceptional financial advice to our clients.”
The addition of James and Thomas to the team at SMH Financial Services is a significant step in the company’s ongoing expansion, as we look forward to continued success in the future.
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