Guiding You To
Financial Happiness
Every Step Of The Way
Free Up Your Time
Focus On Your Career, Business Or Retirement
Achieve Your Financial Goals
We Are A UK Wide, Friendly, Award Winning Whole of Market, Independent Financial Adviser Practice specialising In Pensions, Investments and Insurance.
Your FREE personalised Pension, ISA or Investment Report
Wealth Creation, Growth, Focus and Tax Efficiency for everyone
The FREE report will cover areas of how your existing investment or your cash savings can be improved and grown over time and how we aim to achieve it all in plain black and white. You then decide if you’d like to go ahead or if you would.
How can we help?
Our Areas of
Financial Advice
- Personal financial goal setting and achievement for anyone who has savings or can start saving
- Financial growth and wealth creation
- Financial Protection via Life Insurance, Critical Illness Cover, Income Protection
- Business protection – Keyman Cover, Shareholder Protection, Business Loan Protection
- Help you to focus on building your business, especially in these uncertain times
- We take care of your finances so you have more time to focus on work or retirement
- Peace of mind
- Increase your Tax Efficiency, leaving more in your pocket
Pension Consolidation and Retirement Planning
Bring your pensions together for greater clarity and control. Let us manage and improve your pensions for greater growth and to ensure longevity during retirement.
ISAs and Investment Consolidation and Growth
Get your savings, ISAs and other investments working harder with our competitive portfolios. Find out more information here.
Life Insurance, Critical Illness and Income Protection
Find out how we can help you decide what is the best policies for you. We can clarify any questions you have and ensure you have policies in place to protect you and your family should the worst happen
Organising your Savings, Pensions & Investments
The talk that might change the way you view your finances. Don’t leave it to “sort out for another day”. Let us consolidate your plans together and improve on how they are invested. The sooner you do this, the quicker your investments will work for you. Make your money work harder
Control Your Free Time
Everyone needs a moment to themselves. Don’t spend it worrying about you finances. With us taking care of your investments, you can focus on you, growing your assets for your loved ones or business.
Do You Need an IFA?
Find out with a quick chat. Book a FREE phone appointment now. It will give you great insight. If you would like a FREE report let us know – the report is done at our discretion after we have obtained your policy documents by writing out to your providers. Once the report is done, we ca go over it with you. It is then completely up to you if you would like to proceed. If you don’t want to proceed, then you have a FREE report to keep.
What do our clients say?
Testimonials from people who used us to improve their financial situation
Deeban was very smart, friendly and professional who explained everything to me in a way I understood, answering my many questions and allowing plenty of time for me to take it all in. A few papers were signed and details passed over…
..If you wish to have your pension or anything else reviewed by a committed, professional, reliable and honest company then Sutton Brook Wealth Management is the one to choose
About Deeban
Starting in 2006 as a Mortgage Adviser, I soon went on to become an Independent Financial Adviser, being fortunate enough to win many awards along the way and founded Sutton Brook Wealth Management.
With over a decade of experience as well as Degrees in Economics, Finance and Management, I can help show you the best way to plan, start and grow your investments towards retirement whilst being as tax efficient as possible along your journey.
I’ve had the pleasure of assessing thousands of people’s financial situations over this time. This in turn means I can quickly address, focus and improve on issues or areas you need help with meaning a smoother, happier investment journey for you.
Adviser of the Year 2011
Edward Bond Wealth Management – Voted Best adviser in the firm
Adviser of the Year 2012
Edward Bond Wealth Management – Voted Best adviser in the firm second year running
Top Adviser of the Year 2012 (National Award)
Charles Derby Group – Top Adviser in the group of over 400+ Advisers Nationally
Top Adviser of the Year 2012 (National Award)
Intrinsic Financial Services Award – Voted Top Adviser in the entire Network with 1000s of advisers
