High-quality and trusted independent financial advice

Sustainable Wealth specialises in working with people who want to create a financially secure retirement and those with Final Salary or Defined Benefit pensions.

 

About us

Our experienced and knowledgeable team specialise in dealing with people who are close to retirement, want to retire now, or who have already finished work.

We are also experts in Defined Benefit and Final Salary pensions; helping you make the right decision.

Our unique Sustainable approach provides our clients with the peace of mind that they can live their chosen life without the worry of ever running out of money.

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Our three stage process

Creating a sustainable income is fundamental to an financially secure and worry-free retirement.

We’ve designed a three stage process which creates and maintains a sustainable income, enabling you to enjoy your retirement knowing your finances are in safe hands.

Stage one

Building your financial plan: Understanding you, your ambitions, aspirations, and objectives, and then putting a plan in place to achieve them.

Stage two

Investment management: Working with our specialist team to build a portfolio which will achieve your objectives and deliver a sustainable income.

Stage three

The Sustainable Service: Ensuring your financial plan remains on track and your retirement delivers everything you hoped it would.

Final salary pensions

We specialise in working with people who have Defined Benefit and Final Salary pensions.

It’s no exaggeration to say that the decisions you take with yours will affect the rest of your life.

We are here to make sure you get them right.

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Meet the team

Financial advice and investment management are two distinct disciplines requiring different skills and knowledge.

That’s why we have an advice and investment team.

Working together these teams ensure that clients of Sustainable Wealth get access to the specialist advice they need to create and implement their financial plan.