Who we are
Who we are
Sutton was set up because she wanted to focus on people, not products.
Financial advice, tailored to you
Financial advice, tailored to you
As a qualified IFA, with almost a decade in the industry, Megan Sutton has a detailed understanding of the market, how it operates and what it can deliver. But she also knew that levels of service and client understanding could be improved upon dramatically.
At Sutton, we’re not a one size fits all service, it’s about offering truly bespoke financial advice that we can only give once we’ve sat down with you and talked through exactly what you want to achieve.
At Sutton, we ask the wider questions to work out what’s ‘needed’ as well as what’s ‘wanted’, because on occasions, clients don’t always have the detailed knowledge they need. It’s not our job to sell, it’s our job to listen, educate and help deliver something that meets those financial goals and ambitions.
Megan Sutton DipPFS
Independent Financial Planner
Megan began her career in financial services through an apprenticeship in 2017, progressing from administration and paraplanning to becoming an Independent Financial Planner. She founded Sutton with a clear aim: to make financial advice feel personal, understandable and genuinely centred around the people receiving it.
Megan takes the time to understand what matters most to each client, helping individuals and families make confident financial decisions while building trusted relationships that last through every stage of life.
Outside work, Megan loves spending time with her very large family, appreciating life’s little moments and holidaying whenever she gets the chance.
Olivia Notman
Client Services Administrator (Apprentice)
Since joining us in 2025, Olivia has quickly become an important part of the business and the relationships we build with our clients. She keeps things organised, helps everything move in the right direction and ensures clients always receive a friendly and attentive service.
Alongside her role, Olivia is completing her professional apprenticeship and developing her knowledge of financial services – although she has already become someone the team and our clients rely on.
Outside work, Olivia enjoys discovering new countries, attending music festivals and spending time with her family.
Olivia is employed by Sutton, providing Megan with administrative and operational support. She is not employed by or is a representative of Clarity Wealth Management LLP and does not provide financial advice.
Charlie Phipps
Business Operations Consultant
With a background in project management and a natural fondness for making things work properly, Charlie supports the systems, processes and planning behind the business. Much of his work happens behind the scenes, helping everything run smoothly as the business continues to grow.
Charlie is also working towards the Diploma in Regulated Financial Planning (DipPFS), with plans to move into financial planning in the future.
When he isn’t revising for his next exam, he can usually be found in the gym, out for a pint with his mates or travelling to wherever Megan has planned their next holiday!
Charlie is employed by Sutton, providing Megan with administrative and operational support. He is not employed by or is a representative of Clarity Wealth Management LLP and does not provide financial advice.
Advice built for right now
Advice built for right now
We make no apology for the fact that we’re younger than other IFA’s out there, in fact, youthfulness is our point of difference or ‘superpower’ if you like. We’re still hugely experienced but because our careers have progressed in a modern financial world, we have a greater understanding of what’s on offer right now, not what was relevant twenty years ago.
It always helps to have an IFA that stays with you for as much of the journey as possible and to have that, you need one that’s focused on you from the very beginning and not themselves.
Having heavyweight financial conversations can be a daunting prospect, which is why we prefer to start with a simple chat over a coffee, that may just develop into something more meaningful.
To start that conversation and to get us to buy you that coffee, get in contact.
What brings you here?
In a world that’s obsessed with products, we’d rather focus on people. That’s what sets Sutton apart from the other financial advisers out there.
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.
