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Suzanne Browne

Head of Hugh James Independent Financial Advisers
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Expertise:
Hugh James Independent Financial Advisers Military independent financial advice

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.

Expertise

  • Investments
  • Pensions
  • Protection

Education

  • BSc Honours Management Science (2:1)
  • University of Wales, Swansea

Career history

  • 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.

Memberships

Quotes

We have been delighted with the service we have received from Suzanne Browne over the last 5+ years. I had an exceptionally difficult  task ahead when I became my brother's Power of Attorney and with her expertise and advice,  the management of his portfolio became so much easier. I could not have done it without her and I am eternally grateful to her.

Anne Jones | Cambridge