Megan Sutton

Megan Sutton

Clarity Wealth Management

Minimum savings/pensions: Any amount

Minimum mortgage: Over £250,000

0330 038 8941
Based in Plymouth
View location
Top Rated 2025
Verified since: February, 2023
4.9 out of 5

56 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2025

    Megan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Megan's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Megan has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Megan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Megan has provided information on their typical fees

    Megan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 25

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Megan

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Megan (based on 25 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 March 2025

    Megan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Megan's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Megan has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Megan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Megan has provided information on their typical fees

    Megan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 25

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Megan

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Megan (based on 25 first impressions)

I'm an independent financial adviser covering Devon & Cornwall. Being independent is a necessity for me as I do not believe in a 'one-size fits all' solution for my clients. I entered the financial advice industry as a young apprentice struggling to find my calling in adulthood. Now with nearly 8 years in the profession (and some stress-wrinkles along the way!), I'm passioniate about helping clients achieve a financially positive future. With the average age of a financial adviser being 58 years old, and a predominantly male industry, I aim to intervene the social norm of what you expect a financial adviser to be. Being a young female adviser supports my clients, financially and emotionally, more than you could imagine. I’m your adviser for life, for your children’s future and beyond. Choosing a younger adviser means someone to hold your hand through the many life events to come, so you don’t need to rebuild a new relationship every few years. I like to offer a no-obligation initial meeting, entirely at my expense, to see if we'd work well together. Feel free to contact me directly - 07432013429 megansutton@claritywm.co.uk All the best, Megan

Offers available through VouchedFor

Contact Megan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Megan's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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