Susan is an experienced Financial Adviser offering independent financial advice across investments, retirement planning, inheritance tax mitigation, tax efficiency and protection. She is also authorised to provide advice in long term care and equity release.
Based in Worcestershire, she has spent many years supporting clients across England & Wales. Her career has spanned the banking industry in Ireland and sales & marketing, leading her to become a Financial Adviser in 2006. The basis of her practice is to offer independent financial advice to clients whilst building relationships of trust, operating with the fundamental aim of helping her clients achieve their goals, whatever they may be.
When Susan is not working she likes to spend time with family and friends, enjoys gardening and travel, and watching Ireland play Rugby.
Testimonial
"I can honestly say Susan’s help and advice have been excellent over the years. She has always been happy to spend time explaining different situations and the financial results we have had over that period have been really good. I would definitely recommend her to anyone wanting good professional advice and a nice friendly approach"
Mr S.S
Testimonial
"Susan provided fantastic service and advice to us over the years. Focusing on every small detail of our financial aims and objectives. In doing so, she significantly improved the value of our investments and pensions. Her friendly and honest personality and approach enabled us to build a trusting relationship with her over the years she supported us"
Mr & Mrs S
Testimonial
"Susan has been absolutely brilliant in helping me organise my pension arrangements over the years. She took the half dozen different pension plans of various sizes, consolidated them all into one pot and invested it wisely for me. I have been delighted with the growth it showed. She is extremely good at what she does and a total pleasure to deal with"
Ms M
