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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

There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

An adviser’s insight

Graphic of people studying charts

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could 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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.