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Contributor

67%

MATCH FOR YOU

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4.7out of 5

Colin Caulfield

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% clients advised in each area  :

Investments

79%

Annuities

14%

Pensions

86%

Insurance & Protection

14%
Colin joined Mantle Financial Planning in 2000 as Technical Manager. As well as achieving Certified status he was also one of the first 300 in the co... Read More
Serves clients with: Over £50k of investable assets or household income
Colin's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

53%

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Tom Webster

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities, Mortgages
Twenty-eight years experience in Financial Services, experience varies from branch management for National Insurers to sole trader. Full Financial Pla... Read More
Serves clients with: Any level of wealth
Contributor

52%

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4.7out of 5

Elliott Swatton

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% clients advised in each area  :

Investments

94%

Annuities

6%

Pensions

94%

Insurance & Protection

6%
At GEM & Co we keep things simple and apply some common sense. We're creative thinkers. Our 'List of Interesting Questions' provides an opportunity t... Read More
Serves clients with: Over £100k of investable assets or household income
Elliott's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

51%

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4.9out of 5

Graham Oldham

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Services:  Investments & Savings, Insurance & Protection, Pension and Retirement
Graham Oldham, Keith Bishop and Michael Valsler, who together have over 50 years of experience in the Financial Services Industry. This experience is ... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

51%

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4.7out of 5

Dominic Thomas

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% clients advised in each area  :

Investments

92%

Annuities

23%

Pensions

85%

Insurance & Protection

54%

Later life planning

23%
Dominic Thomas is the founder and Principal of Solomon’s. He has now been advising clients for over 20 years. He formed the company in 1999. At the ... Read More
Serves clients with: Over £250k of investable assets or household income
Dominic's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

50%

MATCH FOR YOU

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4.7out of 5

Steven Williams

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% clients advised in each area  :

Investments

93%

Annuities

13%

Pensions

87%

Insurance & Protection

47%

Later life planning

20%
I enjoy working with people who want to develop a detailed understanding of what is really important, so that they are able to make meaningful financi... Read More
Serves clients with: Over £250k of investable assets or household income
Steven's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner

Recently joined IFA in Sutton

4.9out of 5

Graham Oldham

More Info
Graham Oldham, Keith Bishop and Michael Valsler, who together have over 50 years of experience in the Financial Services Industry. This experience is ... Read More
Serves clients with: Over £250k of investable assets or household income

Latest client reviews of Sutton IFAs

Graham always gives a full written report on how my pension is performing then goes through each poi....and professional manner. If I need to contact him through the year he is always very happy to help.    Read More
Clive Upton

Can't find the right Sutton IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Sutton.

Steve KelleyHorton Kirby Financial Services Ltd
Christine KeenGlobal QROPS Limited
Robin WoodallCrown Agents Investment Management Limited
Melvyn AndrewsSME Business Protection Ltd
Stephen ThomasThe Eurofinance Partnership
Geoffrey GaugeStandard Securities
Looking for a different Independent Financial Advisor (IFA) in Sutton? Search by name