Suzanne joined Nelsons in August 2019 and is an Independent Financial Adviser in our specialist Investment Management team.
Areas of Expertise
- Investment advice for individuals
- Protection planning
- Pensions and retirement planning
- Investment fund research and analysis
- Cash flow modelling
Professional information
- Working in the financial planning industry since 2006
- Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS)
- Qualified member of the CII
- Qualified member of the Personal Finance Society (PFS)