Susie has spent the majority of her working life in financial services and is dedicated to helping individuals and business owners achieve their financial planning goals, ensuring her clients are always at the core.
Susie helps her clients achieve their aspirations by getting to understand and define their objectives, putting in place a plan and then identifying the advantages and disadvantages of any given action to get the best outcomes possible. An important part of the process is to regularly assess progress to make sure that the financial and lifestyle goals identified are realised.
Susie was named role model of the year at the inaugural Women in Investment awards in 2017, an accolade Susie describes as being the highlight of her career and one which she hopes will inspire other women.
Outside of financial services, following a 12 year role as vice-chair of the Teenage Cancer Trust, Susie was recently made a lifetime Patron for her contribution to the charity. Teenage Cancer Trust focuses on the needs of teenagers and young adults with cancer and related diseases by providing specialist nursing and teenage units in NHS hospitals.
