The transition marks an exciting new chapter, offering the opportunity to continue delivering high-quality, independent financial advice within a forward-thinking organisation.
With a career in financial services dating back to 2001 and a focus on independent advice since 2007, Suzanne brings extensive experience and deep expertise to their role. She holds Chartered status, is a Fellow of the Personal Finance Society (PFS), a SOLLA-accredited adviser, and has earned the STEP Certificate for Financial Services—credentials that reflects a strong commitment to professional excellence.
The most rewarding aspect of her role is the relationships built with clients—being part of their lives and helping them achieve what truly matters. Suzanne’s approach is rooted in trust, tailored advice, and long-term support through life’s financial milestones.
Outside of work, Suzanne enjoys spending time with family and friends, attending live music events, and participating in a local book club. She is also actively involved in a community literacy charity, a cause close to her heart.
