Sutton Winson Wealth Management

Independent Financial Adviser  Sutton Winson Ltd, Twickenham, Greater London, TW1 4AJ
First meeting at adviser's own cost
You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
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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Building your home
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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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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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OEICs
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Offshore investments
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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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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mark Insley
Founder, Managing Director & Wealth Manager

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Matthew Fagan
Wealth Manager

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Claire Calder
Wealth Manager

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

Catriona McCarron
Wealth Manager

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

What our clients say
Mark has provided much needed reassurance during worrying times. He has calmly and confidently resolved all issues with regards to both immediate and long-term financial goals. He keeps me regularly updated with information , takes time to explain and l never feel pressured into making decisions.
Roger, UK
Mark took time to explain his company and offerings. He then went through investments, estate planning, tax planning etc.. covering all my needs. With this team of subject matter experts he then provided me with a clear strategy for the ongoing management of my needs Our association with Mark and his team has only been running for about two years, but his service to date has been excellent. We look forward to working with Mark and his team in the coming years
Amanda, UK
When I retired I was looking for someone to help me with taking my investments and pensions and turning them into a portfolio to meet my retirement needs. Mark and his team reviewed my investments and pensions and helped me to move them into a set of investments and SIPPs that gave me flexibility and control for my retirement. The investment strategy is working well, I now have the flexibility to plan how to draw down on my pension and other investments to meet my needs.
David, UK
My husband and I were interested in estate planning and were seeking general financial advice. Catriona listened to our goals and objectives and gave us some alternative options to consider. Once we decided on a path forward, she helped get everything set up. She is very helpful, approachable and responsive.
Cathy, UK
When I left my previous employer I needed to take control of my own pension affairs. Catriona has helped educate me on the various options and products available, and has helped me to design a plan that suits the needs of me and my family. I now feel in control and comfortable that I am making the right decisions to give me family the money we need for the future.
Ian, UK
I decided that I didn't have enough time or expertise to manage my Hargreaves Landsdown SIPP effectively. Catriona understood my pension goals and attitude to risk very well, and has provided very clear, well explained and constructive advice. Most importantly she also has been very pro-active in introducing investment strategies I hadn't considered before. The in-house fund management looks very good, but the advice is way ahead of the usual 'put a risk badge on, and bung in fund X with a DFM' approach adopted by some IFA's. Very well prepared for all meetings. I'm happy that I transferred my pension, and that it is invested in a way that meets my needs. More importantly I confident that I will receive the ongoing advice that I need in the future to keep my pension on track. Catriona is a pleasure to work with, and I look forward to continuing to benefit from her advice in the future.
Peter, UK
Catriona listened to our concerns and put, what can be, complicated financial recommendations in an accessible way for us to understand and make choices about our future. We are relatively new clients, however we already feel much more financially secured and protected having taken Catriona's advice on Trusts and forward planning.
Julie, UK
About us

Sutton Winson Wealth Management provides a full range of Financial and Wealth Management Services including Investment and Pension Solutions, Tax Planning, Mortgages and Corporate Planning

Our in-house investment process means you have a decision maker who is closer to you and
understands your circumstances better than any third party. This also takes out any unnecessary additional costs to you.

You can be confident that Sutton Winson Wealth Management will take responsibility for the decisions made, and you can trust that the same high level of due diligence is applied across all services.

Our services

We pride ourselves on providing a service capable of handling clients of all sizes, no one is too big or small. We also provide options for both; an ongoing and one-off package-based relationship, while you have a 24/7 online access to your investments.

Using sophisticated financial software, we are able to forecast your financial position year by year. This enables us to combine and alter different factors, such as expenses, inflation, growth rates and tax rates, tailoring everything to you. Cash flow modelling is key in the financial planning process and helps visualise your future financial needs.

Where to find us
Head office address: Sutton Winson Ltd, St. James House, Grosvenor Road, Twickenham, Greater London, TW1 4AJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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