Welcome To Sustainable Wealth Management.

We are committed to putting our clients at the heart of everything we do and to providing the best possible service.

FCA No.950809
Sustainable WM
Independent Financial Advisors
Our Approach

We keep it simple: You tell us your situation, financial goals, and timeline. We then create a practical plan to achieve them. Together, we’ll agree on the right course of action. The decisions are yours, but we’re here to guide you with clear, jargon-free advice now and Always

Trusted Advisors On Your Side.
20+
Years of experience
>200
UK Clients
95%
Client Retention Rate Over a 5 year period
Our Services

With over two decades of industry experience, our team provide A range of personalised, strategic Services to help support your goals.

Explore Our Team

Investment

We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.
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Pensions

Right now, retirement might seem a very long way off, but it’s never too early to think about your pension.
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Protection

Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident or illness which stopped us from working.
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Saving

There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday.
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Get in touch.

See how we can support you. Sustainable Wealth Management Limited was established in 2021 with the aim of providing financial planning advice to individuals, families and businesses mainly in the North West. We pride ourselves on being approachable and friendly.

Our team would love to hear from you.
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Hear what our clients say...

Testimonials

"I have been an existing client of Jon's since 2014, I am always pleased with how he simplifies what I consider to be quite complex matters. As a widow I trust him with all my finances and I really value our review meetings"
Mrs L
Leicester
"Aidan helped unwind some existing investments and set up new ISAs and an investment account for us. He was very clear and summarised the transactions wonderfully which enabled us to reclaim some tax back from HMRC. Thanks Aidan"
D&J.
Manchester
"I was referred to Jon by a trusted friend as I wished to review my pensions with a view to be able to retire as soon as possible. After Jon reviewed my existing pensions and put the information in a cash-flow model for me, I was delighted with the results. It gave me the confidence to retire early and I've been able to enjoy my retirement whilst I'm still fit and healthy."
Jhon C
Bury Lancs
Your Questions, Answered

Frequently Asked Questions

1. What services does Sustainable WM offer?

Once we have assessed your financial health, we develop customized solutions tailored to your specific needs and goals. Our team of experts works closely with you to design a personalized financial plan that addresses your unique challenges and objectives. Whether you're looking to grow your wealth, plan for retirement, or manage debt, we create a plan that is tailored to your individual circumstances.

2. How do you customize financial advice for each client?

Once we have assessed your financial health, we develop customized solutions tailored to your specific needs and goals. Our team of experts works closely with you to design a personalized financial plan that addresses your unique challenges and objectives. Whether you're looking to grow your wealth, plan for retirement, or manage debt, we create a plan that is tailored to your individual circumstances.

3. What is your fee structure?

Once we have assessed your financial health, we develop customized solutions tailored to your specific needs and goals. Our team of experts works closely with you to design a personalized financial plan that addresses your unique challenges and objectives. Whether you're looking to grow your wealth, plan for retirement, or manage debt, we create a plan that is tailored to your individual circumstances.

4. How do you ensure the security of my financial information?

Once we have assessed your financial health, we develop customized solutions tailored to your specific needs and goals. Our team of experts works closely with you to design a personalized financial plan that addresses your unique challenges and objectives. Whether you're looking to grow your wealth, plan for retirement, or manage debt, we create a plan that is tailored to your individual circumstances.

5. What makes your firm different from other financial advisors?

Once we have assessed your financial health, we develop customized solutions tailored to your specific needs and goals. Our team of experts works closely with you to design a personalized financial plan that addresses your unique challenges and objectives. Whether you're looking to grow your wealth, plan for retirement, or manage debt, we create a plan that is tailored to your individual circumstances.