Susan Steel
Wealth Manager
Susan is based in our Ipswich Office and has over 30 years’ experience in Financial Services, having worked with many of her clients for almost two decades, helping them plan financially for all aspects of their - and their family’s - lives.
Susan joined us in 2010, is experienced in all aspects of financial planning - including Investments, Trusts, Retirement and IHT planning - and puts her clients at the heart of everything she does. Almost 20 years’ experience as a Wealth Manager has given her the experience to really listen to her clients’ financial needs and objectives.
Many of Susan’s clients are known as the “Sandwich Generation” who not only have the worry of managing their own financial affairs, but are also wanting to provide the best start for their own children with education or securing their first homes, whilst having to take responsibility for their elderly parents’ finances and long-term care plans.
Susan moved to the countryside in Mid Suffolk a few years ago and is married with a son and daughter. She enjoys the theatre, visiting historic monuments, litter picking and nice meals at picturesque pubs. She also loves going on family walks in the countryside with her gorgeous Cockapoo puppy Sid!
Susan’s recent experience includes:
- An increase in trust work with people who have existing trusts and trustee obligations
- Aiding several clients seeking early retirement after remote working in the last couple of years
- Conducting reviews of clients’ financial situations and cash flows, due to changes brought about by the pandemic
