Teresa Scott
I have a lot more confidence in my financial future now that I’m working with Susie.
My name is Teresa Scott. I’ve been a client of Fiducia for about five years now, and Susie Laws is the person I see.
I came to a time in my life when I’d just gone through a divorce, so I was looking to sort of manage savings and pension sharing, that sort of thing.
When I first started speaking to Susie, I just needed somebody to take the responsibility really off me because I was completely clueless when it came to investments, so that’s what I was looking for.
I heard about Fiducia from an old friend. I happened to mention to him that I was looking for someone, and he put me in touch with Fiducia and Susie.
I decided to work with Fiducia. Really, it was because of Susie. She’s a very, very warm, friendly and very approachable person. But at the same time, she’s incredibly professional, and I felt I had confidence in her going forward.
I have a lot more confidence in my financial future now that I’m working with Susie because I feel like there’s a plan in place to take me, hopefully, way into my old age.
Susie is exceptional, but she also has a really good team behind her, particularly her assistant, Ella, who always communicates back and forth with me, so I really know where I stand. So between her and Susie, I get a lot of support, which I really appreciate.
I think the best thing for me about working with Susie is not having to worry and constantly think about how my savings are managed. And that’s a lot. I can go about my day-to-day life without being concerned about that.
I think the most valuable piece of advice that Susie has given me is that, when we’ve worked together, looking at sort of risk assessment, I’m very risk-averse. And we talked that through, and we went with the medium level of risk, and I felt that, and I still feel that, that was the right thing to do to get the most from my investments.
I would highly recommend Susie and Fiducia. I have already; one of my sons now works with her. My partner now works with her. I’ve recently given her name to a couple of friends. It’s just that peace of mind going forward is so valuable, and I kind of want to share that with friends and family.