Trusted

Respected

Recommended

Welcome to Root Financial Services

Our fundamental purpose is to form a long lasting partnership with each and everyone of our clients. We adopt a “cradle to grave” philosophy all of the way through our clients financial lifetime no matter the weather.

This is why Root Financial Services was established and what we are proud to represent , offering specialist advice and one to one service. Our primary focus is always to listen and to fully understand each and every client first and foremost and what their wishes, dreams and sometimes concerns are. We find that this unique approach truly sets us apart and enables us to deliver outstanding recommendations to our clients as we are there for them for the long haul, not just the now and present.

What The Press Say About Us

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The Lord Mayor of Sheffield, Councillor Anne Murphy, helps celebrate the launch of Root Financial with the partners of the company.

 

Experienced Advisors

As you would expect with a name like Root, we have a combined industry experience of over 50 years, and pride ourselves on giving our clients simple and easy to understand advice without all of the dreaded jargon.

No matter where you are on the financial scale be it a “first timer” looking for your first home or someone that has dealt with finances their whole life and is planning into retirement – we at Root are happy to hear from you and making the experience of dealing with us as friendly and helpful as possible for you, your family or indeed your business.

At Root Financial Services we offer a range of Insurance services which you will find listed here on our website and whether you simply wish to ask for more information, would like to talk to us on the phone or arrange an appointment please feel free to contact us as we want to hear from you!!

Richard Abbey : 07896 944963  &  Paul Hunt : 07766 236988

Our Mission

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One to One service
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Appointments conducted over the phone or personal meeting
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Fully confidential

Corporate Clients

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We offer an on-site Surgery type 1:1 style meeting with interested staff members about any aspect of financial services
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Significantly improves employee morale
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Helps reduce stress in the workplace as financial stress or obstacles can be a negative factor
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Helps create that “family” atmosphere in the workplace for offering this service to and for employees free of charge
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Short initial appointments of 10-15 minutes so we don’t interrupt the working day too much

It is your responsibility to answer all questions honestly and to the best of your ability. Incorrect or non-disclosure could result in a future claim being rejected.

Your home may be repossessed if you do not keep up repayments on your mortgage or other debt secured on it.

 

The information contained in this website is subject to UK regulatory regime and is therefore intended for consumers based in the UK.

 

The guidance and/or information contained in this website is subject to the UK Regulatory Regime and UK Tax law and is therefore primarily targeted at customers based in the UK only’

 

Root Financial Services, 3 Henley Avenue, Norton Sheffield S8 8JH

07766 236988 / 07896 944963

paul@rootfinancialservices.co.uk
richard@rootfinancialservices.co.uk

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