Stoke-on-Trent
Suzanne became part of Perspective in November 2025, following a long-standing career with the Wealth Experts team since 2009.
The transition marks an exciting new chapter, offering the opportunity to continue delivering high-quality, independent financial advice within a forward-thinking organisation.
With a career in financial services dating back to 2001 and a focus on independent advice since 2007, Suzanne brings extensive experience and deep expertise to their role. She holds Chartered status, is a Fellow of the Personal Finance Society (PFS), a SOLLA-accredited advisor, and has earned the STEP Certificate for Financial Services—credentials that reflects a strong commitment to professional excellence.
The most rewarding aspect of her role is the relationships built with clients—being part of their lives and helping them achieve what truly matters. Suzanne’s approach is rooted in trust, tailored advice, and long-term support through life’s financial milestones.
Outside of work, Suzanne enjoys spending time with family and friends, attending live music events, and participating in a local book club. She is also actively involved in a community literacy charity, a cause close to her heart.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
