
A member of the Chartered Insurance Institute (CII), Suzanne has over 25 years of experience in the Financial Services Industry.
With a friendly and open approach, she always takes time to understand what is most important to her clients. Suzanne is skilled at putting people at ease and establishes long-standing and trusted relationships with her clients.
Adopting a fully holistic approach to financial planning, Suzanne is highly capable of providing professional advice and guidance for a wide variety of financial situations. One of her main areas of expertise is Lifestyle Financial Planning, a service specifically designed to offer a potentially life-changing experience and exploration of finances. Suzanne is supported by the Client Services Team, whose teamwork and professionalism help her to provide you with the utmost in customer service.
When she’s not in the office, Suzanne’s two daughters, Rebecca & Isabelle, keep her busy. Suzanne is a keen cyclist and regularly takes part in sporting events. She also loves the warmer weather and escaping to holiday destinations across the globe in search of sunshine!