Friendly and approachable

Sustainable Wealth Management Limited was established in 2021 with the aim of providing financial planning advice to individuals, families and businesses mainly in the North West.

We provide advice across a wide range of services including pensions, investments, savings, protection and many other aspects of wealth management. As a business we are committed to ensuring our clients are at the heart of everything we do and to develop long-term relationships.

We understand the individual needs of our clients, and implement a tailored financial plan to address those needs which often will involve a detailed cashflow analysis.

This analysis will take a snapshot of a client’s current situation and with our help, we can project this forward into your retirement.

We can assist clients with investing their pensions and non pension monies, and this can be done if appropriate by investing in socially responsible investment funds.

We pride ourselves on our friendly and approachable nature, and we strive to make our planning meetings an enjoyable experience.

Jon Hall

Job Title: Independent Financial Adviser

Jon has vast experience across all levels of Financial planning having worked in the profession for over 28 years. After graduating from Nottingham University, he joined Skandia in 1993 where he was involved in advising and training financial advisers. He became a financial adviser in 2012 and jointly established Sustainable Wealth Management Ltd as a director in 2021.

Jon holds the coveted Chartered Financial Planner Status and is continually studying to ensure he can give the best quality advice to clients. His spare time is spent with his family and watching his children do various sports. Jon is a season ticket holder at Manchester United and also enjoys a game of golf.

Aidan Upton

Job Title: Independent Financial Adviser

Aidan has been involved in financial services for over 30 years, having worked with large institutions such as Old Mutual Wealth and AIG. Over the last 10 years he has specialised in investment management working with companies such as Architas and Aberdeen Standard Investments, working with IFA’s and discretionary fund managers.
He has been advising clients since November 2018, having finished his studies and becoming qualified in the summer of 2018. Aidan became a director of Sustainable Wealth in 2021 and advises on a broad range of financial planning areas with heading up Sustainable Wealth’s Investment Committee.

When not in work, he enjoys spending time with his wife and with his two teenage boys. He has a keen interest in travel, walking, sailing and wine, though not at the same time!

Tony Ioannides

Job Title: Independent Financial Adviser

Tony has been involved with all aspects of financial management over the past 30 year and specialises in investment and retirement planning. Tony manages a range of financial services including specialist advice for business owners on corporate investment, share protection schemes for directors and shareholders and corporate pension schemes. Trust and inheritance tax planning is a service offered to all clients. When Tony is not working, he has a keen eye for photography

Daren Evans

Job Title: Independent Financial Adviser

Daren has worked in the financial services sector for over 20 years primarily for a major UK insurance company. He became an Independent Financial Adviser in March 2006 and subsequently joined the Sustainable team at the start of 2022. Most of his advising skills are based around investments and pensions.

Daren is a fully qualified (level 4) adviser and is also qualified to give advice on long term care planning.

He is currently studying towards further qualifications in the financial services industry.

Ella Ioannides

Job Title: IFA/Senior Paraplanner

Ella  qualified as a Financial Planner in December 2021, gaining her Level 4 Diploma from the CII and is currently working towards Chartered Status. After graduating from King’s College London in 2019, Ella joined Sustainable Wealth in 2021. Since qualifying, she has been growing her client bank, providing a range of advice around investments, pensions and protection needs.

Sue Brown

Job Title: Office Manager

Sue  is the office manager at Sustainable Wealth Management Ltd.  She has worked in the Financial Services Industry since 1984 and has gained a wide range of experience working at Insurance Companies and working for Independent Financial Advisers within Accountants/Solicitors practices for the past 20 years providing admin/paraplanning support.

Sue has gained her Financial Planning Certificate with the Chartered Insurance Institute (CII)

She has two teenage sons attending high school and college who keep her busy at home.  She enjoys listening to music and going to live music events.

Mike Dolan

Job Title: Compliance and Operations Manager

Mike started working with Sustainable Wealth following its formation in 2021 having been at the Co-operative Bank for 28 years. His main role at the Bank was dealing with issues arising from regulatory risk and ensuring the culture, governance and compliance framework was effectively monitored and assessed. Mike’s role is to provide ongoing operational support and ensures the team is compliant with FCA regulations.  In his spare time Mike enjoys spending time with his family and also enjoys playing golf and watching Manchester United.

David Rogers

Job Title: Independent Financial Adviser

David is a Chartered Independent Financial Adviser with over 30 years’ experience in financial services. After starting his career in the banking sector, David moved to Skandia in 1997, where he gained valuable experience working closely with and advising financial advisers across the north west.

During his extensive career David has been heavily involved with all aspects of financial services, advising clients since December 2012 on all areas including pre and post-retirement pensions, investment portfolio planning, cash-flow planning, protection, alongside inheritance tax and trusts.

David’s regular contact with his client’s ensures he is able to continually identify and manage client objectives and expectations.

During his spare time, David enjoys time with his wife and two teenage boys, enjoying family holidays and spending many a weekend at the side of the football and rugby pitches. David has also recently taken up golf, which he may live to regret!!

Want to know more?

To find out more, please call us on 0161 446 4980 or email us at info@sustainablewm.co.uk

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