Susie joined Fiducia in October 2017 and is a CII Chartered Financial Planner with over 12 years’ experience in the financial services industry. After graduating with a BSc Econ (hons) from Cardiff University in 2006, Susie achieved the CII Advanced Diploma in Financial Planning and became a Fellow of the Personal Finance Society in 2016. She holds the CII Pensions specialism having completed the AF3, J05 and R04 exams. Susie joined the Fiducia Board of Directors during summer 2018. In 2020, Susie was named Financial Adviser of the Year for the Midlands and East Anglia at the Women in Financial Advice Awards and in October 2021 Susie was accredited with the award for a second year in a row.
Prior to joining Fiducia, Susie spent 7 years working for a large regional firm of financial advisers, accountants and insurance brokers who are based in Colchester, Ipswich and Cambridge.
Susie has a commitment to continuous personal development, enabling her to keep abreast of ever changing legislation and is passionate about serving her client’s interests. Aside from Fiducia commitments, Susie is also Chair for the Essex Personal Finance Society and a regular commentator on BBC TV and Radio.
Outside of work, Susie enjoys her time looking after her young family, travelling to new places and watching F1.
Core specialisations include:
- Financial planning and cash flow modelling
- Pension Planning & Defined Benefit Pension transfers
- Retirement Planning
- Financial Planning in Divorce
What clients are saying about Susie Laws...
Fiducia Wealth Management have a true gem with Susie as part of their team
Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.
My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this
More client testimonials can be found here.
We realise we are in extremely competent hands with Fiducia.