Susan Maloney Email & Phone Number

I have worked for Brewin Dolphin (formerly Hill Osborne) for 35 years, in this time I have experienced and embraced many changes within the sector. This means I bring knowledge to my clients’ portfolios that helps them plan/achieve wealth objectives.We listen to our clients’ needs and pride ourselves on our personalised service. I take time to research and build relationships with Fund Managers to ensure stocks and shares are appropriate and suitable to our clients specific requirements.With several colleagues in the Lincoln Office, I have been involved in setting-up and assisting the Portfolio Management Team. This enhances the investment service we already provide. Personalised portfolio management involves assessing each client’s asset allocation to ensure portfolios meet the clients individual goals and risk profile. We take a tactical approach, applying individual expertise and internal Research Team insights to align clients’ portfolios to their investment risk requirements and make their money work harder for them.

Listed skills include Portfolio Management, Customer Service, Wealth Management, Microsoft Excel, and 9 others.