This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
About Suzi's experience
Suzi has been in the financial services profession since 2010, transitioning to a paraplanner role in 2015, and we were thrilled to have her join our firm in the summer of 2022.
With her extensive background, Suzi steps in after the financial planner completes a fact-find, expertly building cashflow planning models and analysing the data. Working alongside the planner, she assesses financial planning needs and explores the available opportunities.
Suzi is a member of the Personal Finance Society and is currently studying to become a Chartered Financial Planner.
Away from the office
Suzi finds enjoyment in playing tennis and golf, going on bike rides and doing outdoor activities during the summer months.
On weekends, she takes leisurely walks with her dog, often stopping for a pub lunch along the way.
Despite the challenges posed by her two rabbits, she takes pride in keeping her garden looking nice and is currently attempting to grow her own veg.
We asked Suzi
Your team of experts
Qualifications
DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Award in Pensions Update
This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
Certificate in Life & Pensions
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
AF4 (Investment Planning)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
J02 (Trusts)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
J05 (Pension Income Options)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
J10 (Discretionary Investment Management)
At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 (Personal Taxation)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.
R08 (Pension Update)
This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.
CF1 (UK Financial Services, Regulation and Ethics)
This qualification develops an understanding of the financial services industry, including regulation and legislation.
CF2 (Investment and Risk)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF4 (Retirement Planning)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF5 (Integrated Financial Planning)
This examination demonstrates a solid grounding in the financial services industry and its regulation.
R05 (Financial Protection)
This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.