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

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

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Whole of market advice

As you would expect with a name like Root, we have a combined industry experience of over 50 years, and offer “whole of market advice” for our clients and their families 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 financial 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

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

Corporate Clients

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

" Richard Abbey t/a Root Financial Services is an appointed representative of The Right Mortgage Limited, which is authorised and regulated by the Financial Conduct Authority. "

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

“ Your home may be repossessed if you do not keep up repayments on your mortgage ”