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Mark Sutton

Financial Planning Consultant DipPFS, Cert CII(MP &ER) in Cambridgeshire

A little bit about Mark

I have more than 30 years of experience in the financial services industry, delivering face-to-face advice and building long-term relationships with my clients.
 
Through my diploma in financial planning and my experience gained through advising to date, I have developed expertise in retirement planning, tax efficient investments, Inheritance Tax planning, mortgages, protection, and equity release.
 
Over the past 13 years I have built up extensive knowledge of public sector pensions, specifically helping medical professionals and local government workers.
 
My passion is to leave you with a real sense of adding value to your finances, be that from investing for your future, protecting yourself, or your loved ones, buying your first property, moving home, or releasing equity from your property. I aim to understand where you are now and where you want to be in time, implementing tailored and affordable solutions that will help realize your financial ambitions.
 
*Equity release will reduce the value of your estate and can affect your eligibility for means-tested benefits.
 
Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Pensions

Expert advice to help provide comfort in your retirement.

More about me

During my spare time, I enjoy spending time with my family and friends, walking my dog, travelling, and photography.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.