Who we are

Welcome to Sustainable Wealth.

We are Independent Financial Advisers and retirement planning experts working mainly with people who:

  • Are close to retiring
  • Want to retire now
  • Have already finished work

We are specialists in helping people with Defined Benefit and Final Salary pensions make the right decisions.

Typically, the people we work with have pensions worth at least £500,000. Although, we regularly advise people whose pensions are worth over £1 million.

Specialist advice

We specialise in retirement advice with a focus on Defined Benefit and Final Salary pensions. That means we have in-depth expertise which our clients benefit from.

Long-term relationships

A financially secure retirement is based on a series of decisions over many years, not just those when you retire. That’s why we build long-term, enduring relationships with our clients.

A trusted partner

Retirement is a time of opportunity, as well as threats. Our clients trust us to help them make the right choices.

Working in the community

Based at Woodlands Community School in Allestree, Derby, Woodlands FC now has over 200 girls signed to the club playing across all age ranges.

Charles, our founder and director is proud to have coached the highly successful Under 14 and 15 teams.

Sustainable Wealth also sponsors both teams, and will continue do so, supporting the girls in their development as players and people.

To learn more about Woodlands FC, you can visit their website by clicking here.