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.

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

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

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

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

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

David Rogers
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
Frequently Asked Questions

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.

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.

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.

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.

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.