Susan holds the Diploma in Financial Planning and the Certificate in Mortgage Advice gained with the London Institute of Banking and Finance.
Susan has been providing financial advice since 2008 and worked for Nationwide Building Society before joining the Prudential. An expert in private client wealth management, Susan gained extensive experience at the Prudential before joining the Throgmorton Team to become an independent financial adviser.
Susan prides herself on providing personalised financial solutions for clients using a holistic approach to identify and address a client’s needs. She builds long lasting relationships with her clients based on mutual respect and trust.
Susan has a passion to preserve and protect her client’s wealth and is especially mindful about passing this wealth down through inter-generational financial planning. Susan has expertise in pre- and post-retirement planning, wealth management and protecting against the financial pressures that ill health or death can have on clients and their loved ones.
Susan’s clients value her ability to explain complex financial concepts clearly and concisely, whilst also appreciating the outstanding customer service she provides.
Susan is married, has two young children and lives in Ashford, Kent. She is an outgoing and sociable person with a passion for travel, concerts and theatre.
Phone: 0800 0321419