Chartered Financial Planner
Susan joined the Dundee office in November 2016 as a Chartered Financial Planner. She joins us following an extensive career in banking and financial services and has over 20 years' experience in advising wealth/high net worth clients. Susan has shown her commitment to the industry by obtaining Fellowship of the Personal Finance Society, a qualification that is universally regarded as the premier qualification for those working in the financial services industry. As well as advising on Investments, Protection and Inheritance Tax, Susan also holds the specialist qualifications required to advise on pension transfers and she can also assist elderly clients requiring help with their changing financial needs.