Suttons Independent Financial Advisors
Wealth Management Service
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Our Route to Success

Our Wealth Management Service has been designed as model for ongoing advice as we believe that for any plan to succeed, it must have a strong foundation.

Our route to success is that foundation

Consultation - identify objectives

Identify attitude to Investment Risk

Agree Asset allocation strategy

Review - identify objectives

Select investment portfolio

Select appropriate tax wrapper

 
Financial Advisers - Authorised and Regulated by The Financial Services Authority (FSA) Number 455848
Registered in England and Wales No. 5837639
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Mortgage Advise | Tax Consultancy | Wealth Management
Tax advice is not regulated by the Financial Services Authority
The value of investments can go down as well as up and you may get back less than you invest.
With mortgages you can choose how we are paid: pay a fee, usually 0.5% of the loan amount, or we can accept commission from a lender.
An example of a fee would be £500 on a mortgage of £100,000.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.