We believe that because we deal with your accounts we are well placed to inform you about wealth management. Some of these key essentials are as follows:

  • Pension schemes
  • Life assurance and Shareholders protection
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and fixed term bonds
  • Investments

We realise that in today's complicated financial markets these are areas that require specialist knowledge. This is where we make use of our wide range of professional contacts and strategic alliances who will advice you, safe in the knowledge that Sullivans will only work and recommend like minded professionals who share our work philosophies.

The impartial wealth management advice will be designed for you to essentially protect your personal and business wealth, maximise potential growth and income from investments, whilst maximising potential growth and income from investment capital, whilst maintaining a consistent tolerable investment risk is what most medium to long term investors seek. 

Make us your first port of call and we shall make sure you receive reliable, impartial professional advice.

Contact us for more information in this area.


This company is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. Should you require specific FCA regulated advice, we can recommend you to a trusted advisor, who will engage directly with you.’