Partner Practice of St. James's Place Wealth Management
As a paraplanner, Suzanne’s main duties include working alongside our team of advisers to identify suitable solutions to meet client needs. Suzanne carries out research for advisers and supports administration, as well as liaising directly with clients.
Suzanne’s career in financial services began in 2003, after achieving her Financial Planning certificates and MAQ exam. Suzanne gained extensive experience in mortgage and protection in an advisory firm before focusing on pension and investment planning and moving to paraplanning in 2011.
Outside of work, Suzanne enjoys going to the gym, walking her dogs and spending time with her family.
Contact Suzanne Robb - Paraplanner
Tel: 028 9042 8000
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Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.