Month: November 2016

People

SUSANNAH M GRAY

11 November 2016

Susie has over 20 years experience in wealth management and structuring both for domestic and international high and ultra high net worth clients. She is committed to constantly improving both her capabilities and those of the profession to improve outcomes for clients. Susie is one of the only individuals to be both a Chartered Fellow … Continue reading “SUSANNAH M GRAY”

People

Steve Moseley

11 November 2016

Steve has worked in financial services for nearly 30 years taking roles as an adviser up to board level of a FTSE 100 company. Steve spent his first 10 years in the insurance home service divisions of Prudential, United Friendly and Britannic. Steve moved into the IFA world in 2001 building his own businesses based … Continue reading “Steve Moseley”