Suzanne Shepherd
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Suzanne Shepherd Email & Phone Number

Chartered Financial Planner at Wealth Experts Limited at Wealth Experts
Location: Stoke-On-Trent, England, United Kingdom 3 work roles
1 work email found @wealth-experts.co.uk LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@wealth-experts.co.uk
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chartered Financial Planner at Wealth Experts Limited
Location
Stoke-On-Trent, England, United Kingdom
Company size

Who is Suzanne Shepherd? Overview

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Quick answer

Suzanne Shepherd is listed as Chartered Financial Planner at Wealth Experts Limited at Wealth Experts, a with 7 employees, based in Stoke-On-Trent, England, United Kingdom. AeroLeads shows a work email signal at wealth-experts.co.uk and a matched LinkedIn profile for Suzanne Shepherd.

Suzanne Shepherd previously worked as Financial Planner at Mitten Clarke Wealth Limited and Paraplanner at Mitten Clarke Wealth Limited.

Company email context

Email format at Wealth Experts

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{first}.{last}@wealth-experts.co.uk
89% confidence

AeroLeads found 1 current-domain work email signal for Suzanne Shepherd. Compare company email patterns before reaching out.

Profile bio

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

Listed skills include Wealth Management, Investments, and Pensions.

Current workplace

Suzanne Shepherd's current company

Company context helps verify the profile and gives searchers a useful next step.

Wealth Experts
Wealth Experts
Chartered Financial Planner at Wealth Experts Limited
staffordshire, staffordshire, united kingdom
Employees
7
AeroLeads page
3 roles

Suzanne Shepherd work experience

A career timeline built from the work history available for this profile.

Chartered Financial Planner At Wealth Experts Limited

Current

Stoke-On-Trent, England, United Kingdom

Sep 2020 - Present

Paraplanner

- 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

Nov 2009 - Sep 2020
Team & coworkers

Colleagues at Wealth Experts

Other employees you can reach at wealth-experts.co.uk. View company contacts for 7 employees →

FAQ

Frequently asked questions about Suzanne Shepherd

Quick answers generated from the profile data available on this page.

What company does Suzanne Shepherd work for?

Suzanne Shepherd works for Wealth Experts.

What is Suzanne Shepherd's role at Wealth Experts?

Suzanne Shepherd is listed as Chartered Financial Planner at Wealth Experts Limited at Wealth Experts.

What is Suzanne Shepherd's email address?

AeroLeads has found 1 work email signal at @wealth-experts.co.uk for Suzanne Shepherd at Wealth Experts.

Where is Suzanne Shepherd based?

Suzanne Shepherd is based in Stoke-On-Trent, England, United Kingdom while working with Wealth Experts.

What companies has Suzanne Shepherd worked for?

Suzanne Shepherd has worked for Wealth Experts and Mitten Clarke Wealth Limited.

Who are Suzanne Shepherd's colleagues at Wealth Experts?

Suzanne Shepherd's colleagues at Wealth Experts include Libby Connor, Alex Meadowcroft, Richard Bennett, Adam Clarke, and Lisa J..

How can I contact Suzanne Shepherd?

You can use AeroLeads to view verified contact signals for Suzanne Shepherd at Wealth Experts, including work email, phone, and LinkedIn data when available.

What skills is Suzanne Shepherd known for?

Suzanne Shepherd is listed with skills including Wealth Management, Investments, and Pensions.

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