Becky Sugden

Becky Sugden

Becky Sugden (new-cropped)

Offering a full Financial Planning Service to private clients, company directors and trustees, Becky is a qualified Independent Chartered Adviser (APFS) and also holds the STEP certificate for financial advisers.

Becky often takes on clients when they have come to a point where they no longer want or feel able to manage wealth themselves. This might be because they lack time, or face more complex planning issues. As a result, Becky  generally deals with people who have been successful in an employed or self-employed capacity.

Much of Becky’s recent work has been driven by the changes to pension legislation; in particular helping clients best address the lifetime allowance, or the tapered annual allowance for higher earners.

Becky’s areas of expertise include protection, retirement planning, investments, trusts and taxation.

Working with clients throughout the UK, Becky has a significant client base in London.

Becky was awarded the ‘Finance Professional of the Year’ title at the 2015 JCI Manchester Young Talent Awards.

  • Client Testimonials

    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    The professionalism of your service continues to give me confidence that we are pursuing the optimum route with our finances. The sound advice you provide is more critical than ever in the current climate.
    On behalf of Walk & Talk Group, I would like to thank you for the most informative, enjoyable and appropriate presentation you gave. Members found the session of great value and very useful.
    My current investments are well on the positive side and I do thank you for your care and management of my financial affairs. I simply wouldn’t know how to manage them myself, and feel secure and confident knowing you are looking after these matters so professionally.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    I knew I had to start the ball rolling with getting our finances sorted but it was a hard thing for me to do as it cements the fact that our lives have changed forever. You made the whole process so much easier.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Thank you so much again for your time and brilliant advice.
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