Fudicia Wealth Management
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.
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.
They are an established and multi award winning firm which provides a first class service covering all aspects of financial advice for private clients, business owners and trustees. Their advice can be focused on one or more subjects such as pension, investment or estate planning or it can extend to our full holistic Financial Planning service covering:
Pensions and retirement
IHT and estate planning
Later life planning
Protecting your family