About Us

Suttons is a leading financial planning and wealth management firm in Sale, Manchester.

We are an independently owned firm specialising in the provision of face-to-face financial advice to individuals, their families, business owners and trustees across the country.

Our Philosophy

Our philosophy is simple. We believe in brighter futures – in making our clients’ finances clearer and their lives easier. We believe in opening up the future to more possibilities.

We do this by putting our clients in control of their finances, helping them bring about what they want to happen. We support you and work with you to make sure your finances are set up correctly, allowing you to spend more time on what’s important. We are good at helping people make sensible financial planning decisions around pensions, savings, investments, mortgages and tax, organising these in the best way to bring greater financial security, wealth preservation and growth.
How We Can Help

Full colour financial planning

Do you look at your finances with a sense of dread or excitement? We believe financial planning becomes truly invigorating when you know where you stand, what your goals are for the years ahead, and what your plan is to get you there. Whether you need help growing your wealth, pension advice, help with a mortgage or tax planning, our team can assist.
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Honest, Helpful Advice

At Suttons we are committed to providing the highest standard of advice to everyone we work with. We understand you want to work with an adviser you can completely trust.

  • In our experience we have found our clients really value having an adviser who provides personalised and thoughtful advice. That’s why our promise is to listen to you, to understand your circumstances and what matters most to you so we can provide advice that is tailored to your personal requirements.
  • The thing we love most about this job is seeing our clients in person, getting to know them and building strong relationships which also deliver the desired financial results.
  • We value being able to work with our clients on a very human level having a relationship where we can talk and advise in a professional capacity but in an approachable and friendly manner.
  • Our main commitments to you are to be accessible, and transparent. As a Suttons client, our team is always available to talk to you throughout the year, to listen and to offer honest, helpful advice.
  • Investing money and planning your future can be an emotional process. We don’t just want to give you the facts about managing wealth and finances, but also be a source of support to guide you through everything. Our promise is to be a cool head to advise you when you feel worried, and to be a source of impartial reassurance to keep you on the right track.

Harvey Sutton

Director, Independent Financial Adviser

Harvey is Managing Director of Suttons with over 30 years industry experience. His father started in financial services over 50 years ago before the concept of financial advisers had been invented. Harvey’s expertise extends to business and taxation planning as well as investments, pensions, wealth management in general and inheritance tax planning. He also specialises in SIPP/SSAS arrangements including pension property purchase. Harvey enjoys explaining complicated investment scenarios and solutions to clients in an easy to understand way.

Harvey is married to Deb’s and have two children who keep them busy ferrying them from one sport to another. If you were having a chat with Harvey, he would definitely bore you about sailing and how he would like to go back to the west coast of Scotland when it was sunny. Obsessive about his sons football team and still needs to understand the foot fault and contact rules in netball.

Lisa Davies

Independent Financial Adviser

Lisa has worked in Financial Services for over 25 years. Her early career was spent at Barclays Wealth Management in Jersey, in the Channel Islands, dealing with Trust and Estate Planning for high net worth clients. She moved into Property Sales and Management in 2001, managing an estate agency in Spain until 2007. She then returned to the UK to resume her career in Financial Services, initially returning to Barclays Wealth in the UK as a Financial Planner, prior to becoming an Independent Financial Adviser.

Lisa is especially passionate about helping people with their finances during difficult times such as bereavement and divorce. Lisa is an expert listener and understands that life can often throw you a curve ball now and then, she looks for the positives in any situation and will steer you in the right financial direction. She enjoys building long lasting relationships with clients and helping them plan for their various life stages, and will do her best to ensure you achieve your financial objectives and life goals.

Outside of work Lisa enjoys spending time with her two children, travelling to new places and generally enjoying life.

Ben Preston

Director, Chartered Financial Planner

Ben joined Suttons with a background in paraplanning, and would go on to support the team here with all aspects of the technical and regulatory side of advice. Bens professional manner and thirst for knowledge shone through and he has developed in to an exceptional adviser, gaining Chartered status.

Ben has a wonderful ability to build and develop long standing client relationships, along with his honesty and integrity, this is the true mark of excellence within financial planning. The advice Ben provides is personally tailored to each individual client and the feedback we receive regarding Bens work is a credit to him.

Ben is married to Laura and has two wonderful children, Lucie and Ellie. Above all else, Bens values really shine through in all of his client interactions. You cannot teach someone to care, and Ben is a wonderfully caring individual.

Ben was recently made a director at Suttons as a thank you for his dedication and commitment to improving the overall client experience at Suttons. His vision and work ethic are a tremendous asset to Suttons.

Ben Horsfield

Head of Mortgage Services

Ben has worked within financial services for approximately 20 years, predominantly in client facing, senior relationship roles for The Royal Bank of Scotland Group. Bens specialist experience has been the management of high net worth professionals across all sectors (Financial, Legal and Property). For the last 10 years, Ben has built a strong reputation within the Healthcare Sector specialising in account management and complex lending for high net worth professionals with multiple income streams. In October 2018, Ben left RBS to head up Suttons Mortgage Services.

Ben is a highly connected individual with a wealth knowledge and experience of the mortgage market. His key strengths are in the development of long term, meaningful relationships with both clients and members of his professional network. His dedication to providing the best possible outcomes coupled with taking a long term view of each clients individual requirements are a rare commodity and a real asset to Suttons.

Ben is married to Tracy and has two children, Eve and Louie. You will probably hear Ben talking about his wife, children and the future in the majority of the meetings he has with clients to bring home and to focus on why we do what we do, and how important family are in the decisions we make/take in life. He is a keen follower of sport, in particular football, cricket and golf and likes to travel to various places with his family.

Dal Singh

Private Medical Insurance Specialist

Dal has extensive knowledge of employee benefits, protection and private medical insurance. Having worked for both insurers, and independent financial advisory firms he has a vast amount of experience delivering the best value for money solutions for his clients, delivering the most comprehensive cover within their budget. Dal has a passion for delivering excellent customer service to his clients.

In his spare time, he devotes his time to helping others, and volunteers for a number of charities, including feeding the homeless, and sending essential needs to the most vulnerable. Dal strongly believes in being a good humanitarian.

Speak to one of our advisers on 0161 969 1703.

Or come and meet us at our beautiful offices, a converted Methodist Chapel dating back to 1875.

Get in Touch