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

    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.
    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.
    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.
    Just a big thank you for all you have done for our family. We do appreciate it.
    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.
    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.
    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!
    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    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.
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