Dentons Wealth

Independent Financial Adviser 39 Beacon Way, Banstead, Surrey, SM7 1DZ
FCA verified
12th November 2018
We pride ourselves in excelling in customer service and through building trust and long term successful relationships with our clients
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Buy to let
    • Commercial for individuals
    • Residential
    • Long term care
Meet our advisers
adviser-person
Suzanne Stevens BABusSci(Hon), DipPFS Cert CII (MP)
Director
Where to find us

39 Beacon Way, Banstead, Surrey, SM7 1DZ

About us

Dentons Wealth is based in the South East of England and provides high quality independent financial planning and investment advice to professionals and business owners to help guide them towards achieving their financial goals. Our highly professional and bespoke approach to financial planning enables both parties to explore and understand how we will look after them and their money. We are transparent in our fees, explaining everything up front to ensure there are no hidden charges or surprises for clients. We offer a bespoke valuation service to clients and recognise the value of regular ongoing communication.

Our services

We provide high quality independent financial planning and investment advice to professionals and business owners to help guide them towards achieving their financial goals. We offer access to specialist independent advisers, both male and female, who are professionally qualified and can cover all financial planning areas. Clients are given ongoing direct contact with their adviser, as well as a nominated contact within our administration team. As part of our highly professional and bespoke approach to financial planning, we pride ourselves in building trust and long term successful client relationships.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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