Suzanne Shepherd

Chartered Financial Planner

I’ve been working in financial services for 20 years. After providing advice at banking institutions and other advice providers, I started my journey at Wealth Experts in 2009. I absolutely love working with the wider team.

As an adviser my day-to-day role is spent meeting and chatting with clients. My job is to nurture and maintain long-term relationships to help my clients understand and make sense of their financial circumstances, objectives and ambitions. The ultimate aim is to get my clients to financial freedom and happiness. I care about my clients and their happiness and wellbeing is important to me.

As well as being a pension transfer specialist, I have a special interest in advising clients in later life and trustees too; hence my SOLLA accreditation and STEP membership.

What do you enjoy most about your job?

No day is ever the same and I enjoy the challenge of helping my clients to achieve their financial happiness.

How do you most like to spend your time outside of work?

I’m a busy mum of two girls. When I’m not working, I enjoy spending time with my family and friends.

Something guaranteed to make your day better…

A catch up with friends.

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