Financial Services Administrator
Susan has been working in financial services since 1998, having started her career in sales support working within a large life office.
Having obtained the financial planning qualification whilst at the life office, Susan went on to becoming a paraplanner and from 2005-2015 worked for a National IFA firm that specialised in the investment of personal injury and clinical negligence awards.
Susan has a vast amount of experience in the personal injury market, having assisted in the preparation of expert witness reports and provided analysis of schedules of loss to help solicitors and barristers in the decision making process leading to settlement of their clients' claims. She has attended meetings at the Court Users Group at the Court of Protection on several occasions, which provided invaluable experience on the workings of the Court of Protection and the Court Funds Office.
Susan took a two year career break in 2015 looking after her young family, before joining Adroit Financial Planning as Financial Services Administrator in 2017.