Becky Sugden

Becky Sugden

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.

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