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 of the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI). She has a special interest in cohesive wealth management and model portfolios. Susie also has a Masters in Legal Practice, is a member of the Society of Trust and Estate Practitioners (STEP), and is an External Specialist on the Private Client Investment Advice & Management subject panel for the CISI.
Susie is also one of the first Certified Private Client Mediators, having been integral in involving the world leader in dispute resolution (CEDR) in the development of training available to improve adviser skills.
In 2018, Susie won the Investment advisor of the year award at the Women In Financial Advice Awards. She was shortlisted in the prestigious Financial Advisor of the Year category in the 2019 Women in Finance awards. She has been Highly Commended in the Investment Advice Specialist in the 2019 Personal Finance Awards.