About Us.

Sustainable Wealth Management provides tailored financial planning advice across the North West & UK. We work with individuals, families, and businesses, offering services including pensions, investments, savings, protection, and broader wealth management. Our client-focused approach builds long-term relationships, supported by detailed cashflow analysis to create personalised financial plans. We pride ourselves on our friendly, approachable service, making every planning meeting a positive experience.

Who are we?
Explore Our Team

meet Our Team.

Jon hall

Job Title: Independent Financial Advisor
Jon has vast experience across all levels of Financial planning having worked in the profession for over 28 years. After graduating from Nottingham University, he joined Skandia in 1993 where he was involved in advising and training financial advisers. He became a financial adviser in 2012 and jointly established Sustainable Wealth Management Ltd as a director in 2021.

Jon holds the coveted Chartered Financial Planner Status and is continually studying to ensure he can give the best quality advice to clients. His spare time is spent with his family and watching his children do various sports. Jon is a season ticket holder at Manchester United and also enjoys a game of golf.

Email: jon@sustainablewm.co.uk
Tel: 0161 938 5650

Aidan Upton

Job Title: Independent Financial Advisor
Aidan has been involved in financial services for over 30 years, having worked with large institutions such as Old Mutual Wealth and AIG. Over the last 10 years he has specialised in investment management working with companies such as Architas and Aberdeen Standard Investments, working with IFA’s and discretionary fund managers. He has been advising clients since November 2018, having finished his studies and becoming qualified in the summer of 2018. Aidan became a director of Sustainable Wealth in 2021 and advises on a broad range of financial planning areas with heading up Sustainable Wealth’s Investment Committee. When not in work, he enjoys spending time with his wife and with his two teenage boys. He has a keen interest in travel, walking, sailing and wine, though not at the same time!

Email: aidan@sustainablewm.co.uk
Tel: 0161 938 5650

Tony Ioannides

Job Title: Independent Financial Advisor
Tony has been involved with all aspects of financial management over the past 30 year and specialises in investment and retirement planning. Tony manages a range of financial services including specialist advice for business owners on corporate investment, share protection schemes for directors and shareholders and corporate pension schemes. Trust and inheritance tax planning is a service offered to all clients. When Tony is not working, he has a keen eye for photography.

Email: tony@sustainablewm.co.uk
Tel: 0161 938 5650

Daren Evans

Job Title: Independent Financial Advisor
Daren has worked in the financial services sector for over 20 years primarily for a major UK insurance company. He became an Independent Financial Adviser in March 2006 and subsequently joined the Sustainable team at the start of 2022. Most of his advising skills are based around investments and pensions.

Daren is a fully qualified (level 4) adviser and is also qualified to give advice on long term care planning. He is currently studying towards further qualifications in the financial services industry.

Email: tony@sustainablewm.co.uk
Tel: 0161 938 5650

Ella Ioannides

Job Title: IFA/Senior Paraplanner
Ella qualified as a Financial Planner in December 2021, gaining her Level 4 Diploma from the CII and is currently working towards Chartered Status. After graduating from King’s College London in 2019, Ella joined Sustainable Wealth in 2021. Since qualifying, she has been growing her client bank, providing a range of advice around investments, pensions and protection needs.

Email: ella@sustainablewm.co.uk
Tel: 0161 938 5650

Sue Brown

Title: Office Manager
Sue  is the office manager at Sustainable Wealth Management Ltd.  She has worked in the Financial ServicesIndustry since 1984 and has gained a wide range of experience working at Insurance Companies and working for Independent Financial Advisers within Accountants/Solicitors practices for the past 20 years providing admin/paraplanning support. Sue has gained her Financial Planning Certificate with the Chartered Insurance Institute (CII). She has two teenage sons attending high school and college who keep her busy at home.  She enjoys listening to music and going to live music events.

Email: sue@sustainblewm.co.uk
Tel: 0161 938 5650

Mike Dolan

Title: Compliance and Operations Manager
Mike started working with Sustainable Wealth following its formation in 2021 having been at the Co-operative Bank for 28 years. His main role at the Bank was dealing with issues arising from regulatory risk and ensuring the culture, governance and compliance framework was effectively monitored and assessed. Mike’s role is to provide ongoing operational support and ensures the team is compliant with FCA regulations.  In his spare time Mike enjoys spending time with his family and also enjoys playing golf and watching Manchester United.

Email: mike@sustainblewm.co.uk
Tel: 0161 938 5650

David Rogers

Job Title: Independent Financial Advisor
David is a Chartered Independent Financial Adviser with over 30 years’ experience in financial services. After starting his career in the banking sector, David moved to Skandia in 1997, where he gained valuable experience working closely with and advising financial advisers across the North West. During his extensive career David has been heavily involved with all aspects of financial services, advising clients since December 2012 on all areas including pre and post-retirement pensions, investment portfolio planning, cash-flow planning, protection, alongside inheritance tax and trusts.

David’s regular contact with his client’s ensures he is able to continually identify and manage client objectives and expectations. During his spare time, David enjoys time with his wife and two teenage boys, enjoying family holidays and spending many a weekend at the side of the football and rugby pitches. David has also recently taken up golf, which he may live to regret!!

Email: david@sustainblewm.co.uk
Tel: 0161 938 5650
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.