Suzanne Shepherd

Suzanne Shepherd Email and Phone Number

Chartered Financial Planner @ Wealth Experts
staffordshire, staffordshire, united kingdom
Suzanne Shepherd's Location
Stoke-On-Trent, England, United Kingdom, United Kingdom
Suzanne Shepherd's Contact Details

Suzanne Shepherd work email

Suzanne Shepherd personal email

n/a
About Suzanne Shepherd

Specialties: Accountants Staffordshire, Wealth Management, Accountants Cheshire, Pensions Advice, Business Development, Seminars, Corporate Finance, Management Buy Outs/Ins, Acquisitions, Accredited Sage Training & Support, Accountancy and auditing, Capital gains tax, Corporation Tax

Suzanne Shepherd's Current Company Details
Wealth Experts

Wealth Experts

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Chartered Financial Planner
staffordshire, staffordshire, united kingdom
Website:
wealth-experts.co.uk
Employees:
7
Suzanne Shepherd Work Experience Details
  • Wealth Experts
    Chartered Financial Planner At Wealth Experts Limited
    Wealth Experts Sep 2020 - Present
    Stoke-On-Trent, England, United Kingdom
    View
  • Mitten Clarke Wealth Limited
    Financial Planner
    Mitten Clarke Wealth Limited Sep 2018 - Present
    Stoke-On-Trent, United Kingdom
    View
  • Mitten Clarke Wealth Limited
    Paraplanner
    Mitten Clarke Wealth Limited Nov 2009 - Sep 2020
    - Part of the Wealth Management team- Researching investment, pension and protection products- Prepare recommendation reports and carry out reviews of investment and pension portfolios- Qualifications of Financial Planning Certificate 1, 2 and 3, Mortgage Advice, Savings and Investments Paper
    View

Suzanne Shepherd Skills

Wealth Management Investments Pensions

Frequently Asked Questions about Suzanne Shepherd

What company does Suzanne Shepherd work for?

Suzanne Shepherd works for Wealth Experts

What is Suzanne Shepherd's role at the current company?

Suzanne Shepherd's current role is Chartered Financial Planner.

What is Suzanne Shepherd's email address?

Suzanne Shepherd's email address is su****@****e.co.uk

What skills is Suzanne Shepherd known for?

Suzanne Shepherd has skills like Wealth Management, Investments, Pensions.

Who are Suzanne Shepherd's colleagues?

Suzanne Shepherd's colleagues are Helen Whalley, Terry Hewes, Libby Connor, Will Dowd, Rachel Challenor, Jack Farmer, Alex Meadowcroft.

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