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South Yorkshire Partners

DESCRIPTION OF SOUTH YORKSHIRE PARTNERS.

We've always believed that the first step to building wealth is building relationships.

For over 200 years, we’ve been working with our clients to preserve and enhance their wealth. By getting to know you and your family, we’re perfectly placed to adapt as your needs change over time. This is just one of the reasons many of our clients have trusted us for generations.

The art of listening.

Done well, listening is not just a skill; it’s the key to getting to the heart of your current circumstances and future ambitions. It’s how we’re able to build bespoke teams around you to deliver a planning-led approach that will encompass our three core services of wealth planning, investment management and lending. In a continuous cycle of evaluation we listen, plan and deliver so that these services work together to achieve your goals, and we’re able to adapt as your needs change over time. It’s why our clients trust us to manage their wealth so they can focus on living their lives.

David Herdsman

Chartered Wealth Manager

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Phil Harris

Client Director

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Benchmark has provided 10 years of recruitment to Sheffield and South Yorkshire businesses. The agency prides themselves in being ethical recruiters who invest in creating longevity in the workplace by matching candidates to clients based on skills and cultural fit. In addition, Benchmark are involved in grass roots projects and advise education providers to shape the curriculum and address the skills shortages. The specialist team recruit for: Creative and Digital, IT, Sales, Commercial, Legal and Financial with temporary , permanent and contract placements.

Louisa Harrison-Walker

Managing Director

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Rebecca Morris

Team leader

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durhamlane helps organisations of all sizes to increase their sales, profits and revenues in a sustainable way. Their services include consultancy, sales training, coaching & commercial leadership development, outsourced sales & business development and sales recruitment. Core to their business is their own proven sales methodology ‘Selling at a Higher Level’, which has helped the likes of HP, Sage, Symantec, Xero, CrunchBoards, FreeAgent and hundreds of SMEs to spend their time where they can be most successful and amplify their businesses to new customers.

Richard Lane

Co-founder & Partner

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Luke Robinson

Sales Performance Consultant & Trainer

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Local relationship banking 

We are a local relationship bank, built on satisfied customers, financial strength and traditional values. We aim to provide a personal and competitive banking service, giving customers sound advice, making sensible decisions and creating unique solutions to match their individual needs. Handelsbanken has a different perspective from many other banks. We are driven only by our customers, designing tailored solutions to suit their demands. Because we are not target driven, we can take a long-term view, investing time to get to know our customers, their needs and ambitions.

The branch is the bank 

Originally from Sweden, Handelsbanken now has over 800 branches in 20 countries. Over recent years, Handelsbanken has steadily made a name for itself among Yorkshire customers looking for a more personal, long-term relationship with their bank. Demand for Handelsbanken’s modern day take on traditional banking has helped the bank grow, so we now have over 200 branches serving communities across Britain. Handelsbanken’s decentralised model is core to its success, with each branch operating as a local business. Throughout the region, our customers benefit from only dealing with people they know – experienced banking managers who understand the local market, and from swift, clear decisions made within the branch.

South Yorkshire Branches

Knowles Warwick is a small firm with big ideas. Established in 1985 by Steve Knowles, we have been helping our clients to achieve their dreams and ambitions for over thirty years. Alongside the compliance work we do for our clients, we also offer a Virtual Financial Director service, corporate finance, business advice and financial services. We believe that the modern accounting firm does more than tax returns and annual accounts. We work with our clients to help them grow and succeed, whether that is business strategy and planning, buying or selling a business, mergers and acquisitions, raising finance, or creating an exit strategy. We pride ourselves on our Core Values: excellence, integrity, teamwork, client focus and communication. Building strong open relationships with our clients so that we can help them build for the future. Thanks to modern technology, we work with clients from across the UK, Europe, North America and the Middle East. Wherever you are, we are your local accountants.

Steve Knowles

Managing Director

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Rob Hanney

Director of Corporate Finance

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Western Provident Association (WPA) are a specialist health insurer with a heritage stemming back over 110 years. As a not for profit insurer we choose to commit our interests to improving customer experiences and ensuring that our customers get the right product for their needs. This includes full private medical insurance and cash plans for both companies and individuals. One thing that we believe at WPA is that the customer should have the freedom of choosing when, where, and who to have treatment with making our products an integral part of the ever changing healthcare systems within the UK.

Scott Turner

Partner

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Taylor Bracewell is a Legal 500 award winning South Yorkshire based law firm with offices in Doncaster and Sheffield. We provide a variety of Business, Personal and Charity services. Our ‘all under one roof’ Business Team has specialists in Commercial Law, Commercial Disputes, Commercial Property and Employment. Our team has helped all nature of clients from small start up companies to large established organisations achieve their goals. The HR Bulletproof Protection Plan we offer is an insurance backed scheme enabling you to safely navigate through ever changing employment law. We cannot recommend Bulletproof strongly enough, suffice to say that we ourselves have our own Bulletproof Plan in place. We also provide legal assistance on Personal Issues, dealing with a variety of Dispute Claims including Personal Injury and Medical Negligence as well as Family Law, Conveyancing and Wills, Probate and Trusts.

Sharon Beck

CEO

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