Dentons Wealth

Independent Financial Adviser  39 Beacon Way, Banstead, Surrey, SM7 1DZ
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group ISA
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Group critical illness
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Group income protection
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MS Suzanne Stevens BABusSci(Hon), DipPFS Cert CII (MP)
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
A thoroughly professional and personal service from take-on and ever since. Sue and the Dentons team care deeply about the advice they give and do so in an unbiased and objective manner. I transferred several employer pension schemes and would trust them completely for all other Wealth services. Have recommended Sue to family members without a moment's hesitation.
Graham, Surrey
Dentons Wealth has exceeded my expectations: the service level is excellent and the proactive management of my investments was everything that I was looking for.
Mr C, Isle of Wight
A very friendly, professional and responsive service. I look forward to a long and fruitful relationship.
Mr Nicholls, Surrey
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.

Where to find us
Head office address: 39 Beacon Way, Banstead, SM7 1DZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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