• Welcome to Sutton Oaks Wealth Management Ltd

Testimonials

See what our clients say about us.

  • Myself and my company have known Jason for over 7 years and dealt with him on various matters of our pensions and financial issues, we have found him professional in his approach to the work and the way he deals with individuals in the company. We have also found Jason can communicate at all levels with our staff when discussing various options on their finances. We have no problem recommending Jason to other companies and individuals.

    Mike Walker

  • I am pleased to say that he is the best Financial Adviser that I have had. His investment skills are excellent and I am sure he will be a great asset for anybody to have. I would recommend him to anybody who is looking for a first class Financial Adviser.

    Mr F- Leicestershire

  • The world of pensions can be an absolute minefield but, with your knowledge and ability to explain everything in a way that is perfectly understandable has enabled me, with your help, to make the right decisions regarding where the pension is managed and the level to take out on an annual basis.

    Mr F- Gloucestershire

  • We have dealt with Jason for some years. We find he is very professional but friendly too. He demonstrates a vast knowledge of many financial aspects but explain things in very simple terms. He always responds quickly to our phone calls or emails and his overall service far exceeds that of any previous Financial Advisor.

    Mr and Mrs C - Staffordshire

  • I’ve worked with Jason for a number of years and would have no hesitation in recommending him to any of my clients for Financial Planning and Advice. Jason has a good knowledge of both individual and corporate issues and always puts the clients’ interests first, which is a key strength in any financial planner.

    Stephanie Churchill- MD Churchill Taxation

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.