Partner - Head of Wealth Planning
She has several families she has supported for many years working with the different generations. Susie sets our high standard of technical regulated advice delivery and is widely recognised in the market particularly in the complex area of UK pension provision.
Susie has spent the majority of her career advising private clients from within the professional consultancy environment at City Chartered Accountants Deloitte, Andersen and RSM Robson Rhodes.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa