I want to leave a legacy

As the saying goes, ‘Life is for living’, but in reality, one of the greatest things you can do in life is to leave something meaningful behind when you die, after all, you can’t take it with you.

Here at Sutton, we work with you to make sure that leaving a legacy doesn’t become a significant headache. We make sure that whatever you want to leave to your family and friends, is done so in the most effective way possible with the taxman taking the smallest possible bite.

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A legacy that lives on beyond you

Leaving a legacy is always a fantastic thing to do, because it enables you to help financially even though you’re no longer there. It may be to help grandchildren through school and university, to enable family members to get on the property ladder or just to set loved ones up for life. It always makes a difference and even if you’re not there to see their faces when it happens, it’s reassuring to know that it’s in place for when you die.

We’re here to make than happen, with a legacy that lives on beyond you.

Every good financial plan starts with a conversation

Book a no-obligation call with our team and we’ll talk through your situation, answer your questions and show you what’s possible, no pressure, no jargon, just honest advice.

Client feedback

“Megan has been fantastic and forensic in dealing with my current policies. She has asked all the right questions and provided all the right answers. I now have in place better, more robust policies, saving me money and time. Can’t speak highly enough! ”
Tim R, Devon

“As I was retiring early due to ill health (stroke at 52),my pension provider required my choice of pension option (drawdown) to be advisor led. It was important to my wife and I that we found an independent financial advisor whom we could trust, was empathetic to our situation as well as being someone who my wife would feel comfortable talking to on financial matters on her own in the future if required. It has always felt as though Megan was doing her absolute best for us and we’ll always be grateful for that.”

Mr & Mrs C, Cornwall

“I was finding it difficult to get a local Financial Advisor to come back to me with professional advice, so I turned to a family member who had previously worked with Megan, who had nothing but positive praise for her and her work. Absolutely brilliant service received from Megan. She recently helped me bring all my pensions together and I can’t thank her enough for making the whole process both easy to understand and enjoyable at the same time! Thank you again Megan, your professionalism and customer handling skills are superb! I couldn’t ask for a better relationship with my IFA.”

Alex P, Yorkshire

“Following a health scare at the end of 2025, I knew I needed to retire early. This was a very anxious time for me, however, Megan’s wise, professional help reassured me that retirement was indeed a viable option. She helped me use my pension to ensure a stable monthly income and make plans going forward to adjust as other pension options become available. Her calm, clear professionalism was greatly appreciated.”

Joanne B, Devon

“Megan has continued to support our family with pension and investment planning. She both knows and understands us well. Her advice remains tailored to our individuality. Megan has given specific advice on issues covering pension, inheritance, investment and retirement. We still appreciate her quick considered responses to queries and requests for help or understanding, notably with some awkward queries relating to our daughter. Her on-going ease of accessibility is reassuring and her professionalism supports confidence in our financial circumstances and future planning.”

Mr & Mrs H, Pembrokeshire

About Megan Sutton

No one remembers what you did, but they do remember how you made them feel which is why we’ve deliberately put together a team of warm, friendly and approachable people who take pride in working on your behalf. It’s our aim to make your money work harder for you and your family.

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How we can help

At Sutton, we offer a full range of financial planning and protection services designed around your goals, whatever stage of life you’re at.

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Business Owner Planning

Business protection packages such as Key Man Insurance safeguard a company against the sudden loss of a key person.

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Financial Planning

An ongoing, personalised process that sets clear goals, builds a plan to reach them and reviews progress every year.

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Inheritance Tax Planning

Early planning using gifting, trusts and tax-efficient investments helps preserve as much of your estate as possible.

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Investment Planning

We design bespoke, tax-efficient investment wrappers around your existing pot, matched carefully to your goals and appetite for risk.

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Pensions and Retirement

A private pension will fund the retirement lifestyle that a state pension alone could not, and Sutton helps set up, review and manage them.

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Protection and Insurance

Life, Income and Critical Illness cover give you and your family real security if you die, become seriously ill or can’t work due to ill health or injury.