For current information regarding insurances and COVID-19: we are regularly updating this landing page as the situation progresses, please check here for guidance.

News

Do you know your numbers?

To coincide with Blood Pressure UK’s ‘Know Your Numbers’ week (7th – 13th September 2020), we’re taking look at what blood pressure is, what can cause it to become too high and the steps you can take to keep it under control.

How a broker can help look after your health

When you’re looking for a health insurance policy, the marketplace can feel daunting, using a broker who specialise in health and protection, is one way to cut back on the amount of research you need to do to get the best policy for you.

Benefits of Consolidating your Pension Pots

Have you had a number of jobs over the years? When you leave a company and stop contributing to their pension scheme you don’t lose what you built up, but there could be a number of advantages in consolidating your various pensions into one.

Everything you need to know about Inheritance Tax

We discuss the main opportunities for minimising the impact of Inheritance Tax (IHT) and the importance to seek specific professional advice that is appropriate to you and your circumstances, a tailor-made solution is almost always necessary.

The Importance of a Will

Wills are never an easy topic, but an important one to have. Having a conversation with your partner and family about these difficult topics is important because losing someone, especially a spouse or partner, can have a huge impact on your finances for months or even years to come if you’re not prepared.

Sutton Winson Wealth Management Market Update

20/03/2020 |

Categories: Wealth Management, Sutton Winson News

We hope everyone is keeping well in these uncertain times. With the speed of recent developments, we want to ensure communications are kept up this week. Many of you have been in touch with us during this period and hopefully, those calls have been useful. As we get deeper into this COVID-19 period it's key we keep rationalising the situation. 

Planning for the future

Our services now include independent financial advice, whatever your circumstances.

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