Suzanne is a member of the Personal Finance Society and the Chartered Insurance Institute. She has over 12 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.
Before joining Hugh James, Suzanne worked in a IFA Practice in Cardiff as a Independent Financial Adviser and in Barclays Financial Management as a Retail Financial Adviser.
“Very informative, personalised advice and impartial recommendations. Offered complete service.”
“It was nice to feel part of the process and not just another client.”
“Clear advice given with a personal touch.”
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