Susan has worked in the financial services industry since 1989 in a number of roles and organisations from insurance companies to advisory firms.
As many of her clients have complex financial situations, she provides holistic advice to include retirement planning, investment of personal money, tax-efficient investing and inheritance tax planning. This has allowed Susan to retain the clients she has had over the last 21 years as she is there throughout their life journey, from saving and building investment pots to retirement and beyond.
Financial adviser Nottingham
You can get in touch with Susan at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.