Chartered Wealth Manager, Raymond James
Passionate about helping women from all walks of life understand and take control of their finances, Susie not only puts together cracking wealth and retirement plans, she also assists in hosting events like the 'Prosecco Pound'.
I am a chartered wealth manager and joint Branch Principal at Raymond James, Hitchin. As well as being wealth managers, we also are discretionary investment managers, managing the investments for our clients in house from our Hitchin office.
I help my clients use their savings and investments to give them the choices to create the life that they want. This can be as simple as building up savings for the family, using both ISAs and pensions to plan for or enhance retirement or safeguard assets for future generations.
My team is passionate about working directly with clients and I am particularly keen on assisting women to understand and benefit from mainstream and lower risk investments. We developed the “Prosecco Pound” events to empower women to understand and take control of their financial future. Even if you’ve never dealt with investments before it is important you understand the choices available.
Our clients are at all stages of their financial journey. We deal with clients who have not yet begun to build up savings, and help them establish a regular investment that will grow with them over the years.
For clients who have had a career break, or who have built up lots of pension pots with different employers, we can help establish the current situation, identify if a better pension wrapper or investment would be suitable for them, and set up a plan for future growth.
We also work with clients in retirement to provide a sustainable income, ensure their savings and investments can support them if care is needed and look at legacy planning, to maximise the amount that can be passed down to future generations.
We help clients create a plan that evolves with them, build up savings and investments if they have not yet done so, make sure current ISAs or pensions are producing the returns they deserve and give clients the peace of mind that their investments are in safe hands.
Choose me for...
• Pensions and retirement planning
• Wealth management
• Savings, ISAs and Investments