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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  • Testimonials

    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
    I’m really impressed by how responsive you have all been to get this through against such a tight timescale.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
    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.
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    It’s lovely for us to have nice friendly advisors like Jonathan and Morven.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    Thank you for your visit today. We enjoyed meeting you and found you to be very thorough and knowledgeable. As a result, we now have a positive outlook concerning the future of our finances
    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.
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