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.

  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Keyman Protection

    The death or prolonged illness of a key employee can put your business under financial strain. Keyman insurance compensates a business for the financial loss brought about by death or long term illness of a key employee.

    It provides a valuable cash injection to the business which can help with a potential loss of turnover and/or to provide funds to replace the key person.

  • Shareholder/Partnership Protection

    One of the great risks of a partnership or limited company is that one of your colleagues may die, with their share of the business passing to someone else. That person may have little interest in the business or be unable to meet the requirements of running the business. Equally a partner or shareholder who suffers a serious illness may not want to continue in the business after treatment and look to be compensated for their exit from the business.

  • Personal Injury Trusts

    Without a personal injury trust in place, you can lose entitlement to present and future means-tested state benefits, including local authority contributions to the cost of long-term care. We offer simple, jargon free advice to check if a personal injury trust is required on receipt of a claim, generally at no cost to you.
  • Retirement Planning

    Retirement Planning is a complex area which means different things to different people. How you plan for retirement can be wide and varied, but it must be planned for well in advance.

    You may have existing pension plans in place, like a company pension or personal pension plan or perhaps you’re just starting to save. Whatever your situation, Gresham Wealth Management Ltd can provide the right advice to create a retirement plan that’s tailor-made for you.

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  • Client Testimonials

    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.
    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.
    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.
    Morven’s guidance about pensions and investments has provided us with excellent returns, even during the recent turbulent financial times. She has been a helpful and friendly advisor for many years and we wouldn’t hesitate to recommend her.
    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.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    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.
    Thank you so much again for your time and brilliant advice.
    Whilst my client’s situation is obviously very complicated, you made it very straight forward – quite an art!
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  • Contact Details

    Telephone:
    0161 973 9150

    Fax:
    0161 941 6591

    Address:
    Cecil Court,
    28-36 Cecil Road,
    Hale,
    Altrincham,
    WA15 9PB

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