Susan joined Perspective (East Anglia) Ltd in November 2022. She has over 25 years of experience in financial planning.
She started her career in 1995 with Bradford & Bingley and later, ran her own IFA practice. She consulted for Stafford Wealth Management for several years from 2017, in 2022 this was acquired by the Perspective Financial Group Ltd. She is delighted to be part of a small team but also to be part of a national IFA which has a client-centric focus at the heart of everything we do.
Her role involves working as part of a close team to assist clients with reaching their financial life goals. Building long-term professional relationships and helping people to achieve their financial goals by providing guidance and support is what she enjoys most about her role.
Outside of work, Susan loves spending time with family and friends. She keeps fit and active by walking her lovely golden retriever or practising yoga. She is also a member of the local tennis club, however, her group is called rusty rackets for a reason!