Latest News & Research.

The cryptocurrency basics you need to know before you consider investing

Around 12% of UK adults have invested in cryptoassets, according to the Financial Conduct Authority. Understanding what the term means, and the risks associated with investing in these types of assets could be valuable
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How to stop following the investment crowd and stick to your strategy

Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t right for your goals and circumstances. Find out why standing out could be a good thing.
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Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance Tax (IHT) could be lower than you think. It might leave your loved ones with a larger tax bill than you expect. Find out what you need to know about IHT thresholds.
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Business owners: 5 reasons you could benefit from saving into a pension

Around half of business owners aren’t regularly contributing to a pension. While you might plan to use your business to fund your later years, a pension could still be a good idea and provide you with greater flexibility when you’re ready to retire.
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State Pension: Everything you need to know in 2025/26

The State Pension is often an important part of retirement plans as it provide a reliable income. Discover how you can ensure you’ll receive the full new State Pension, whether you’re retiring this year or the milestone is still years away.
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Investment market update: January 2025

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive news for investors too. Find out what factors may have affected the performance of your investments.
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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.