Susie has over 15 years experience in wealth management and structuring both for domestic and international high net and ultra high net worth clients.

She is one of the only individuals to be both a Chartered Fellow of the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI). She has a special interest in cohesive wealth management and model portfolios. Susie also has a Postgraduate Diploma in Legal Practice. and is a member of the Society of Trust and Estate Practitioners.

In 2018, Susie won the Investment advisor of the year award at the Women In Financial Advice Awards.

Susie is actively involved in charity work and has recently undertaken a London to Paris bike ride for JDRF.