• Welcome to Sutton Oaks Wealth Management Ltd

SERVICES

Please find below a list of some of the services we provide and a brief introduction to each financial product area. We would be happy to discuss your requirements so please do contact us for an informal discussion to see how we might be able to help you.

  • Wealth Management

    THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

    Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.

    Send us an enquiry

  • Savings & Investments

    The world of investments is complex, by using our expertise we will provide advice on the most suitable investment taking into account your circumstances, objectives  and the measured amount of risk that we agree. This may result in a simple managed plan through to working with discretionary fund managers. We carefully consider holding investments in different investment vehicles, such as ISA’s, General Investment Accounts, Investment Bonds etc. therefore maximising the tax efficiency of a portfolio.

    Send us an enquiry

  • Pensions

    THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement. It requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.

    Send us an enquiry

  • Life Assurance

    THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

    It can provide the reassurance of financial protection for you, your family and your business associates.

    A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

    Please be aware that this type of assurance is based on an assessment of the health of the applicant.

    Send us an enquiry

  • Health Insurance

    Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

    Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of health-related insurance policies which are worthy of serious consideration including critical illness and income protection cover.

    Send us an enquiry

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Company address: Sutton Oaks Wealth Management Ltd, 46-48 Mere Green Road, Sutton Coldfield, West Midlands, B75 5BT

T: 0121 408 5702 E: jason@suttonoaks.co.uk

 

Sutton Oaks Wealth Management Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.

Sutton Oaks Wealth Management Ltd is registered in England and Wales, Company No:09238725. Registered Address: 20-22 Wenlock Road, London, N1 7GU.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.