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The Wealth Experts team are now operating remotely and virtually. Our number one priority is to look after our people and our clients, whilst ensuring a seamless and successful service continues uninterrupted and throughout Lockdown 2.0.

Suzanne Shepherd

Chartered Financial Planner

STEP Affiliate Member

A member of the team since 2009, Suzanne works with our clients closely to help understand their financial circumstances, objectives and ambitions. Suzanne produces the reports we provide on an ongoing basis for our clients, advising on progress, the current market situation and making recommendations where necessary.

Things I love most about my job...

I love the fact that I’m always busy, no day is ever the same and there is always a new challenge.

When I’m not working you’ll find me…

I’m mother to 2 growing children so I enjoy spending time with my family, cooking and travelling to new destinations.

Book a meeting with our wealth expert, Suzanne, call 01782 279615 or book online.

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