With more than 25 years of experience, she has spent the majority of her career helping individuals and families make informed financial decisions and work towards their long-term goals.
She is a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS). Suzanne is also a SOLLA Accredited Adviser and holds the STEP Certificate for Financial Services. Her expertise spans retirement planning, investment planning, inheritance tax and estate planning, later life financial planning, trusts, pensions, protection planning and working with business owners to organise their financial affairs effectively.
Suzanne believes financial planning is about far more than investments and pensions. By taking the time to understand what matters most to each client, she helps create plans that support the life they want to live. She particularly enjoys building long-term relationships, simplifying complex financial matters and helping clients stay focused on their goals through every stage of life. Seeing clients achieve their objectives is what she finds most rewarding.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate legal advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.