Suzanne is a member of the Personal Finance Society and the Chartered Insurance Institute. She has over 19 years of experience as an Independent Financial Adviser and has extensive knowledge in the field of investment planning and wealth management. Suzanne has a strong knowledge of tax, trust and estate planning and works closely with clients of the wills, probate, trusts and tax teams to ensure their individual objectives are comprehensively understood and met.
- BSc Honours Management Science (2:1)
- University of Wales, Swansea
- Trained: Inter-Alliance Plc and Barclays Bank Plc
- Qualified: 2001
Before joining Hugh James, Suzanne worked in an IFA Practice in Cardiff as an Independent Financial Adviser and in Barclays Financial Management as a Retail Financial Adviser.