Director
Current
Mar 2023 - Present
AeroLeads people directory · profile
Suzanne Morrison Email & Phone Number
Financial Adviser
at
Cedarwood Wealth Management
1 work email found
@davidlloyd.co.uk
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Adviser
Location
Glasgow, Scotland, United Kingdom
Who is Suzanne Morrison? Overview
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Quick answer
Suzanne Morrison is listed as Financial Adviser at Cedarwood Wealth Management, based in Glasgow, Scotland, United Kingdom. AeroLeads shows a work email signal at davidlloyd.co.uk and a matched LinkedIn profile for Suzanne Morrison.
Suzanne Morrison previously worked as Director at Cedarwood Wealth Management and Trainee Financial Planner at Cedarwood Wealth Management. Suzanne Morrison holds Anthropology-Geography, 2:1 from University Of Aberdeen.
Company email context
Email format at Cedarwood Wealth Management
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{first}.{last}@davidlloyd.co.uk
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Profile bio
About Suzanne Morrison
A motivated and hardworking management professional with extensive transferable skills gained in both the public and private sectors. Communicates effectively at all levels of business using exceptional interpersonal skills, and is confident liaising with customers to deliver outstanding service. A strong, self motivated individual, with a proven record in leading from the front yet contributing as a valued member of any team. Thrives on the challenge of achieving targets and deadlines, and has excellent organisational, administrative and IT skills
Listed skills include Customer Service, Management, Group Exercise Instruction, Administration, and 9 others.
Current workplace
Suzanne Morrison's current company
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5 roles
Suzanne Morrison work experience
A career timeline built from the work history available for this profile.
Trainee Financial Planner
Jan 2017 - Mar 2023
Membership Relations Manager
Responsible for the financial and customer service management of approx. 4,500 members in a flagship health club. Successfully achieving monthly, quarterly and annual retention targets and KPIs by ensuring new members maximize their membership through in house activities and providing existing members with promotions and offers while simultaneously generating potential qualifying leads for the sales team.Effectively solving financial issues and discrepancies using first class analytical ability while ensuring that data protection procedures and guidelines are being adhered to.Utilising effective communication skills to liaise with other Department Heads and club management to deliver first-class service to both internal and external customers ensuring all customer complaints and queries are dealt with in a timely manner.Producing accurate and timely statistical analyses to support the general manager in administration and monitoring of membership trends including complaints, leavers, joiners and guest access.
May 2012 - 2014
Property Account Manager
Broughton Property Management
Acted as account manager to a portfolio of properties effectively dealing with resident inquiries and complaints as well as being responsible for site visits and inspections.Maintained multiple site records and files using effective communication and reasoning skills to lease between landlord and tenants. Liaised effectively with landlords, tenants and contractors in the maintenance and repair of all properties. Assisted Property Manager with production and delivery of lease agreements as and when required. Often being required to simply and effectively explain all the legal components of lease agreements.
May 2011 - May 2012
Lettings Assistant/ Office Administrator
Edinburgh Pearl Lettings
Producing documents, briefing papers, reports and presentations as well as upkeep of company website.Organising and maintaining diaries and making appointments. Coordinating arrival and departure dates o short term tenants.Assisting with the preparation of the monthly accounts. Organising meetings and ensuring senior managers are well prepared for them. Maintaining & developing the office filing systems both on paper and computer. To identify, plan and execute implementation of new business streams. Ensuring that any concerns or complaints are dealt with appropriately. Coordination of all cleaning and maintenance staff.
May 2010 - Jun 2011
2 education records
Suzanne Morrison education
Anthropology-Geography, 2:1
Real Estate Management And Development, Masters
FAQ
Frequently asked questions about Suzanne Morrison
Quick answers generated from the profile data available on this page.
What company does Suzanne Morrison work for?
Suzanne Morrison works for Cedarwood Wealth Management.
What is Suzanne Morrison's role at Cedarwood Wealth Management?
Suzanne Morrison is listed as Financial Adviser at Cedarwood Wealth Management.
What is Suzanne Morrison's email address?
AeroLeads has found 1 work email signal at @davidlloyd.co.uk for Suzanne Morrison at Cedarwood Wealth Management.
Where is Suzanne Morrison based?
Suzanne Morrison is based in Glasgow, Scotland, United Kingdom while working with Cedarwood Wealth Management.
What companies has Suzanne Morrison worked for?
Suzanne Morrison has worked for Cedarwood Wealth Management, David Lloyd Leisure, Broughton Property Management, and Edinburgh Pearl Lettings.
How can I contact Suzanne Morrison?
You can use AeroLeads to view verified contact signals for Suzanne Morrison at Cedarwood Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Suzanne Morrison attend?
Suzanne Morrison holds Anthropology-Geography, 2:1 from University Of Aberdeen.
What skills is Suzanne Morrison known for?
Suzanne Morrison is listed with skills including Customer Service, Management, Group Exercise Instruction, Administration, Customer Retention, Sales, Crm, and Member Relations.
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