Stoke-on-Trent
Suzanne became part of Perspective in November 2025, following a long-standing career with the Wealth Experts team since 2009.
The transition marks an exciting new chapter, offering the opportunity to continue delivering high-quality, independent financial advice within a forward-thinking organisation.
With a career in financial services dating back to 2001 and a focus on independent advice since 2007, Suzanne brings extensive experience and deep expertise to their role. She holds Chartered status, is a Fellow of the Personal Finance Society (PFS), a SOLLA-accredited advisor, and has earned the STEP Certificate for Financial Services—credentials that reflects a strong commitment to professional excellence.
The most rewarding aspect of her role is the relationships built with clients—being part of their lives and helping them achieve what truly matters. Suzanne’s approach is rooted in trust, tailored advice, and long-term support through life’s financial milestones.
Outside of work, Suzanne enjoys spending time with family and friends, attending live music events, and participating in a local book club. She is also actively involved in a community literacy charity, a cause close to her heart.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123