
Contact Suzi
The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team

Enthusiastic, knowledgeable, and committed to making a difference.
View more of our teamMy role
My role as an administrator is to assist our Financial Planners and Paraplanners by ensuring they have the support they need to provide exceptional service. I help create a smooth and positive experience for both our clients and our team.
Background
I have experience in customer service within the financial sector, where I handled administrative tasks related to pension transfers for an insurance company.
What’s important to me
Family means a lot to me. In my free time, I enjoy playing the piano, exploring new places, and attending theatre performances or live concerts.
Qualifications
I hold a degree in Music as well as a BA (Hons) in Hospitality and Tourism Management. Currently, I have gained my Business Administration Level 2 qualification in 2025.

