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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 want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today

An adviser’s insight

Graphic of people stood in front of phones showing the CashHub

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

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.