Suzanne Ward
DipPFS, Cert CII (MP)
I put your experience as a client at the heart of every interaction, building a relationship based on trust and expertise. I enjoy working with individuals, families, trustees, and businesses, providing wealth management solutions tailored to your individual circumstances and objectives.
About
Suzanne has been helping clients make sound financial decisions for over 20 years and provides bespoke solutions to fit both aspirations and values. Having worked primarily in the high-net-worth sector, she has particular experience in advising clients with savings and investments over £100,000. Suzanne’s philosophy is that it’s more than just investment strategies; it’s about building a relationship focused on financial well-being whilst making it easy and simple for you to manage your wealth.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/10/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
