0330 038 8942
Based in Chesterfield
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status
Last checked: 27 March 2025
Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status
18
Recent Client Reviews
Suzanne has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Suzanne has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Suzanne has not yet added their qualifications to their profile
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Suzanne has not yet added their qualifications to their profile
Transparent Fees
Suzanne has not yet added their fees to their profile
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Suzanne has not yet added their fees to their profile
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Suzanne
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status
Last checked: 27 March 2025
Suzanne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Suzanne's status
18
Recent Client Reviews
Suzanne has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Suzanne has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Suzanne has not yet added their qualifications to their profile
Qualifications not yet added
Suzanne has not yet added their qualifications to their profile
Transparent Fees
Suzanne has not yet added their fees to their profile
Fees not yet added
Suzanne has not yet added their fees to their profile
21
Positive First Impressions
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)
95% of users who are not yet clients had a positive first experience with Suzanne
95% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 21 first impressions)
I am a Member of the Chartered Insurance Institute (CII), and I have over twenty years of experience in the Financial Services Industry. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I achieved my Level 4 Diploma in Financial Planning in 2010 and I am dedicated to improving my knowledge by taking further qualifications. I have a friendly and relaxed approach with my clients, taking time to understand what is most important to them, understanding their hopes and fears and creating a truly bespoke wealth management plan that meets their specific objectives. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen, put people at ease and connect with what really matters to clients. I have established many long-standing and trusted relationships with my clients over the years. Away from the office I have two daughters, Rebecca & Isabelle, who keep me very busy. They both enjoy a variety of different activities each including football, athletics, dancing and singing. I have recently taken up cycling and I am enjoying this new adventure. I also love the warmer weather and jet-setting to holiday destinations across the globe in search of sunshine! I am a strong believer that work-life balance is important and making new memories.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Suzanne's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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