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.
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 specialises in pensions and retirement planning, including providing advice regarding defined benefit pension transfers.
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. Outside of work, Susie enjoys her time looking after her young family, travelling to new places and watching F1.