Susan is a fully qualified Independent Chartered Financial Planner and has been in financial services since 1989. Her professional background includes many years working for Barclays where she gained a solid grounding in the financial markets.
In order to fully utilise her knowledge and expertise for the benefit of her clients, she realised that not being tied to specific financial institution was the way forward. So in 1989 she decided to strike out on her own.
At the time Susan was one of only 4% of female IFA’s in the country, and since then her success has helped to pioneer the way forward for women in this field. With her wealth of knowledge within the industry coupled with her ability to communicate clearly and in a language clients understand, she has earned a reputation for excellence with her many long standing clients. Susan specialises in a wide range of financial advisory services including, trusts, pensions, tax and wealth planning.
Outside the office Susan is a volunteer for the Hillingdon Foundation Trust (NHS), holds a voluntary position on the Board of Directors for a local management business in Harrow and enjoys a wide range of sporting activities such as rugby and singing in a choir that regularly raises funds for local and national charities. Add to this, fine food, wine, walking and piano playing and you can understand why her sparkling personality makes her one of the most sought Financial Planners in the area.Back
Diversifying Investments “The only indisputable truth that the past teaches us is that the future will…Read more
State Pension Age Increase The next State Pension Age increase has edged nearer. Do you know when…Read more
The Value of Financial Advice If you would like to read a recent report on the…Read more