Education & Professional Experience

Suzy has studied at Chartered Institute of Insurance in Financial Advice and Planning between 2007 and 2013, then at Nailsea 6th Form College in English Language, Psychology, Spanish, History between 2000 and 2001.

Suzy worked for Self Employed as Paraplanning Specialist between Dec 2018 and Jul 2021, for TXO Systems as Business Development Manager between May 2017 and Dec 2018, for Mortgage Advice Bureau as Self Employed Financial Adviser between May 2016 and Jun 2017, for Connells as Senior Mortgage Services Consultant between Jan 2015 and Jun 2016, for Medical Money Management as Financial Planning Consultant between Oct 2007 and Dec 2014, for Standard Life UK as Pension Administrator between Sep 2001 and Sep 2007.

 Skills & Competences

Suzy has the following skills : Pensions, Project Management, Critical Illness, Investments, Wireless Technologies, Business Development, Financial Planning, Customer Service, Mortgage Lending, Telecommunications, Investment Properties, Sales, Financial Advisory, Financial Services, Negotiation.

Suzy speaks the following languages : English, Spanish, French.

Suzy has earned the following certifications : Diploma in Financial Planning (DipPFS), delivered by Chartered Insurance Institute; Certificate In Financial Planning, delivered by Chartered Insurance Institute.