0330 038 8938
Based in Harrogate
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2018
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Susan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Susan's status
Last checked: 09 March 2025
Susan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Susan's status
24
Recent Client Reviews
Susan has received 24 client reviews in the past 12 months; 96% of these have been verified
Verified reviews: 96%
Susan has received 24 client reviews in the past 12 months; 96% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Susan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Susan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Susan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Susan has provided information on their typical fees
Susan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Susan (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Susan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Susan (based on 14 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Susan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Susan's status
Last checked: 09 March 2025
Susan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Susan's status
24
Recent Client Reviews
Susan has received 24 client reviews in the past 12 months; 96% of these have been verified
Verified reviews: 96%
Susan has received 24 client reviews in the past 12 months; 96% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Susan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Susan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Susan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Susan has provided information on their typical fees
Susan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
14
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Susan (based on 14 first impressions)
93% of users who are not yet clients had a positive first experience with Susan
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Susan (based on 14 first impressions)
I am a Chartered Financial Planner and have been an independent financial adviser for over 24 years. I am one of the firms founding partners. I advise on all aspects of financial planning, and since 2003 have specialised in advising individuals and families where a client has suffered catastrophic personal injury or clinical negligence. I also has a wealth of experience in this area working with Trusts and trustees, and lay and professional deputies and understands the needs of my clients and how to support their team of professionals. I have a highly personalised and empathetic approach towards my clients and very much believe in long term relationship with them throughout their lifetime. I live in Yorkshire and have two small (very energetic) boys to run after to keep fit, alongside yoga practise whenever I can.
Offers available through VouchedFor
Contact Susan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Susan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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