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Susan Wade DipPFS Certs CII (MP & ER)

Financial Planner

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!

Susan Wade


Hertford Office

The Red House
SG14 1AX

Telephone: 01992 501601

Perspective (East Anglia) Ltd, Registered in England and Wales No 1492223. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (East Anglia) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (East Anglia) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123