T: 01698 254 111
Susan started her career in retail banking before using her experience to begin a new career in Financial Services. She has over fifteen years’ experience in the industry.
Susan helps manage the day to day running of the business. She is now responsible for the operational direction of the group to help guide our overall processes and procedures, ensuring we continue to deliver the excellent service our clients have come to expect and at the same time meeting the regulatory requirements of The Financial Conduct Authority.
Susan is also a qualified adviser who enjoys all interactions with clients in helping them work towards their financial goals.
Susan is currently working towards Chartered status as she continues her personal career development.
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Life and Pensions
Certificate in Advanced Mortgage Advice
Certificate in Mortgage Advice
Certificate in Equity Release