Susan Steel

Wealth Manager

Susan is based in our Ipswich Office and has over 30 years’ experience in Financial Services, having worked with many of her clients for almost two decades helping them plan financially for all aspects of their - and their family’s - lives.  Many of Susan’s clients are known as the “Sandwich Generation” who not only have the worry of managing their own financial affairs, but also wanting to provide the best start for their own children with education\/securing their first homes, whilst having to take responsibility for their elderly parents finances and long term care plans.

Susan joined us 2010, is experienced in all aspects of financial planning - including Investments, Trusts, Retirement and IHT planning - and puts her clients at the heart of everything she does.  Almost 20 years’ experience as a Wealth Manager has given her the experience to really listen to her client’s financial needs and objectives.

After gaining her initial financial planning qualifications in 2001, Susan moved from providing advice at a corporate level to Private Clients 3 years later, continuing to extend her financial planning qualifications to become a Pension Transfer Specialist in 2004.

Susan moved to the countryside in Mid Suffolk last autumn and is married with a son and daughter.  Susan enjoys  the theatre, family walks in the countryside, visiting historic monuments, litter picking and nice meals at picturesque pubs.

Meet the Team

Susan Steel's Latest News

Can I make lifetime gifts?

It’s good to give, and you can save tax
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Your Retirement Income

Plan to enjoy the kind of lifestyle you want in later life.
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Balancing Act

Understanding your attitude to investment and the associated risks
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Long-forgotten plans

Have you had multiple employers? You may need to consolidate your pension into one place.
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