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Suzanne Benson DipPFS
Senior Financial Planner
I have worked at the Steine office for almost 20 years. I am fortunate that a lot of my original colleagues are still working with me, and a lot of new faces have brought fresh ideas and different experiences.
Over the years, my area of expertise has been investment and pensions. The financial sector is always changing, and it is very important to me that we adapt well and move forward to improve the experience for clients.
I think trust and good working relationships are at the heart of financial advice and are as important as technical knowledge and experience.
Jeremy
I simply could not have managed without Sue
Sue was already my IFA of long-standing when I needed to make the right choices for my retirement. As an academic seeking a partial retirement, her mastery of her field meant that I was able to cut through the bureaucracies of the pension fund and my university. I simply could not have managed without Sue.
Caraline
Sue listened to my needs with empathy
Following a significant life event, I needed to know and understand the financial options available to provide security for me and my children. Sue listened to my needs with empathy. Providing a number of options to consider, she explained the differences and patiently answered my questions to ensure my understanding.
Alicia
Recommended her to friends
I have used Sue as my IFA for 20 years and have recommended her to friends. Sue has a great knack for explaining money matters in straightforward easy-to-grasp terms and has done a great job in spotting opportunities for me to shift some of my investments into ethical assets in accordance with my preferences, while maintaining financial growth.
Jan & Mike
Our confidence has been well founded
We partly rely on income from our investments and for the past fifteen years, Suzanne Benson has been our IFA. Our confidence has been well founded: Suzanne has always managed to keep us on the winning side in what have sometimes been turbulent times in the financial markets.
