As a qualified IFA, she has a detailed understanding of the market, how it operates and what it can deliver. But she also knew that levels of service and client understanding could be improved upon dramatically.

At Sutton, we’re not a one size fits all service, it’s about offering truly bespoke financial advice that you can only give once you’ve sat down with a client and talked through exactly what they want to achieve.

At Sutton, we ask the wider questions to work out what’s ‘needed’ as well as what’s ‘wanted’, because on occasions, clients don’t always have the detailed knowledge they need. It’s not our job to sell, it’s our job to listen, educate and help deliver something that meets those financial goals and ambitions.

We make no apology for the fact that we’re younger than other IFA’s out there, in fact, youthfulness is our point of difference or ‘superpower’ if you like. We’re still hugely experienced but because our careers have progressed in a modern financial world, we have a greater understanding of what’s on offer right now, not what was relevant twenty years ago.

It always helps to have an IFA that stays with you for as much of the journey as possible and to have that, you need one that’s focused on your retirement, not there’s.

Having heavyweight financial conversations can be a daunting prospect, which is why we prefer to start with a simple chat over a coffee, that may just develop into something much more.

To start that conversation and to get us to buy you that coffee, get in contact.