• Welcome to Sutton Oaks Wealth Management Ltd

About us

Established in 2014 we provide a personal service, but have the support and resources of a major national Financial Services company behind us. Sutton Oaks Wealth Management Ltd is proud to be an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

Our clients are a mixture of Private Individuals, Trustees and Companies who all understand that by seeking our professional advice they can achieve the most from their wealth.

Our role, put simply, is to align your financial planning objectives and goals with your financial affairs.

Our success has been based upon three core principals; integrity, professionalism and knowledge.

 

Chartered Financial Planner

Find out about our professional and experienced financial planner - who they are, how they can help you and how you can contact them.

  • Jason Moisey - Director / Chartered Financial Planner

    Jason’s dedication outside of his working life is his family, being a father to two young boys. When not acting as an unpaid taxi driver he enjoys participating in triathlons, along with distance cycling and running events.

    He is a Chartered Financial Planner. Chartered Status is the profession’s gold standard for Financial Planners. Jason is an Associate of the Personal Finance Society and a member of Resolution. Resolution, which was formerly known as the Solicitors Family Law Association (SFLA), is an organisation of 6,500 family Lawyers and other professionals in England and Wales

    His professional qualifications with the Chartered Insurance Institute include:

    AF1 Personal Tax and Trust Planning
    AF3 Pension Planning
    AF5 Financial Planning
    G10 Taxation and Trusts
    R04 Pensions and Retirement Planning
    J04 Pension Funding Options
    J05 Pension Income Options
    CF9 Pension Simplification
    CF8 Long term Care Insurance
    R03 Personal Taxation
    R05 Financial Protection
    FA2 Pension Administration
    CF2 Investment and Risk
    CF6 Certificate in Mortgage Advice
    FP1 Financial Services and Their Regulation
    FP2 Protection, Saving and Investment Products
    FP3 Identifying and Satisfying Clients Needs

     

    Jason has a creative approach to Financial Planning with a focus on providing high quality tailored advice. He never underestimates the responsibility of looking after someone’s wealth and financial future.

     

    jason@suttonoaks.co.uk
    07970 992772

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.