Susie helps her clients to make the most of their money, so that they can do more of the things that they enjoy.
As a specialist in Later Life Planning, she helps her clients with Retirement Planning and Care Fees Funding. She knows that it is vital to manage your investments astutely in retirement. Careful planning and regular reviews are essential in helping to secure the retirement that you have worked for.
Susie is a member of the Hotel du Vin, Winchester brunch group.