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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 and trustees, providing wealth management solutions tailored to your individual circumstances and objectives. 

I'm proud to be VouchedFor and have featured in their Top-Rated Financial Adviser guide in 2023, 2024 and 2025, as published in The Times and The Telegraph.

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Location : Cardiff
02921 056000
07763 859920
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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 in excess of £100,000 and, as a female financial adviser, is passionate about empowering women to achieve financial security. Suzanne’s philosophy is that it’s more than just investment strategies; it’s about building a relationship focused on your goals and financial well-being whilst making it easy and simple for you to manage your wealth.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
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Protection planning
We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
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Retirement planning
We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
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Mortgages and specialist banking
Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.
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Corporate services
Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
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Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Intergenerational Wealth Management
Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.
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Calculators
Use these calculators to help you determine more about your current or future financial position.
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Testimonials

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Suzanne has given me helpful and valuable advice over many years. I particularly appreciate the high level of trust between us, our face-to-face meetings and the straightforward language used, free of jargon.

Private Client

More about St. James's Place

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

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St. James's Place Charitable Foundation
The Charitable Foundation is the charitable arm of the St. James's Place Group.
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Award winning service
It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.
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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 12/09/2024

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.

Suzanne Ward
Bloom Financial Planning
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