Services

What We Do

At Suckling Waddington, we believe in good, honest financial advice. We have specialists in respect of all stages of your financial life: financial planning and advice, wealth and tax management, wealth planning and corporate consultation. Our commitment is to provide you with the best possible professional advice.

Within the team we have qualified Pension Transfer Specialists. Since 2015 there has been a legal requirement for anyone with a final salary pension transfer worth in excess of £30,000 to seek qualified advice. With interest rates at historic lows, transfer values have been at historic highs, due to the way they are calculated, and many companies are encouraging deferred members to transfer to reduce their long-term liabilities. This is a very complex area and Independent professional advice is more vital than ever in optimising this crucial area of long-term financial planning.

We believe that the ongoing service and review of your investments is the most important part of achieving your long-term goals. We therefore offer a range of service propositions for ongoing advice from one of our qualified advisers, dependant on the level of investment you have with us and the style of investment proposition that we recommend. Our service propositions include: SWP Lite, SWP Wealth and SWP Private Client.

You will have online access to your investments held with us, so you can view your account information whenever you like. You can also contact your adviser by secure email, over the phone or in person.

We will discuss the full range of our on-going service proposition during our initial consultation.

These services include, but are not limited to, providing you with:

  • structured reviews;

  • an assessment of your circumstances and any changes to your plans that are needed;

  • regular updates and information regarding your investments;

  • a choice of differing levels of support depending on your needs;

  • ongoing support.

We will agree separately the level of ongoing services at the time of, or prior to, making our recommendation(s) to you.