Having spent 12 years with Royal & SunAlliance as an Underwriter, Training Consultant and Marketing Consultant, Suzy joined Cameron Chase in 2003 as a Financial Planner.
Already qualified for financial planning and as a Mortgage Adviser, Suzy is furthering her studies towards the Chartered Financial Planner status.
Specialising in both personal and corporate financial planning, Suzy provides advice to clients on Inheritance Tax mitigation and personal financial planning matters, as well as working closely with small to medium sized businesses on tax planning, business protection and exit strategies.
Bringing with her a background in training Suzy runs a number of seminars throughout the year on a variety of topical issues for both existing and prospective clients.
On a personal note Suzy enjoys her weekends with her husband Mike and son Joe, whether it be out on the bikes or roller blading in the park! When she's not re-living her childhood she is socialising with family and friends.
Suzy's love of music is mainly centred on U2 (in particular Bono).
She is an obsessive runner and goes to the gym regularly, this usually gives her the excuse to eat as much food as possible! She is a self-confessed chocoholic. |