High-quality and trusted independent financial advice

Sustainable Wealth specialises in working with people who want to create a financially secure retirement.

 

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.

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.

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Helping you retire successfully

You only have one retirement, so it’s important to make sure it’s done correctly.

We are here to make sure your retirement is done 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.

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"I was looking for someone to arrange my savings and investments in a way that I could understand. A previous adviser had failed to make any contact for a length of time and a review was required. Charles visited and took time to get to know my needs and what I needed, He took time to explain what type of investments would be the best for my needs. The important thing was knowing that the investments were together and would be easy to access with Charles’ help."

Kevin, Chief Executive, Charitable sector

"I met with Charles about three years ago and immediately his manner and obvious enthusiasm led to my complete trust in his capabilities. Charles explained the fluctuations in this extremely volatile state of the market and the steps that were being taken to my complete satisfaction. and understanding. I consider that his regular meetings and reviews are very important and are held in a most friendly and professional manner."

Lucy, Regional Manager, Banking sector

"I came to Charles seeking early retirement advice. He offered excellent advice, and made everything very straight forward and easy to understand. I would highly recommend Charles as someone interested in the individual & getting the best for them."

Anthony, Senior Manager, BBC

"When I reached the age of 60, with pension due, I did not know what to do and wanted professional help. Charles sorted everything out, got me the best deal possible. I was very happy for Charles to sort everything out for me, he is very professional, but at the same time, down to earth and very friendly."

Leo, Senior Manager, HR