Financial Planning for Business

Financial Advisors

Our financial advisors demonstrate a wide variety of skills in concepts like; protecting businesses from the loss of profits that may arise as a result of the death or disability of key individuals; providing pension, employee benefit and incentive packages for its staff; and efficient management of any excess reserves it may build-up.

Often the needs of the business and its owners are interlinked, so our team helps clients consider all the elements at play to arrive at the best solution for them.

Suzanne (Suzi) joined FD Wealth at the end of 2020 as Practice Manager and was quickly promoted to Managing Director.

As MD, Suzi is responsible for the day-to-day operational strategy for, whilst supporting her team, enabling both individual and business development, and focusing on continued improvements to the client experience. This requires a thorough knowledge of the advice needs for clients and an appreciation for the challenges faced by the business / industry. She is heavily involved in ensuring regulatory compliance, investment & risk management, as well as managing the systems and processes required to deliver our services. With over 20 years experience in the profession, Suzi has gained valuable knowledge in a wide range of areas working with many expert individuals and businesses across the Central belt.

Suzi works closely with the whole team at FD Wealth and enjoys the challenges and opportunities that the changes in the industry have seen over the years. She has therefore primarily focused on developing systems, improving processes and business continuity projects for a variety of professional firms such as Scottish Equitable (AEGON), Turcan Connell Asset Management (Tcam) and Cornerstone Asset Management.

Outside work you are likely to find Suzi attempting to keep fit, travelling, or at the cinema but she also enjoys reading and catching up with friends and family and walks with the newest member of the family, Irish doodle, Arwen.