Suzi Lane FPFS
Chartered Financial Planner
Suzi Lane has been a Financial Adviser for over 23 years.
After a successful career as Retail manager she entered financial services with The Prudential which is where her passion for Financial Advice and looking after clients began.
In December 2005, she joined English Mutual and during this time she attained Chartered Financial Planner status and became a Fellow of the Chartered Insurance Institute. Fellowship is the pinnacle standard in the financial profession, and is held by only a handful of practising advisers.
Following the acquisition of English Mutual in 2012, Suzi left to set up Bespoke-Advice Limited to enable her to advise her clients and focus on her compliance and risk management company.
As a Chartered Financial Planner with more qualifications than she cares to mention, Suzi provides advice to private and corporate clients on Mortgages, including Equity Release advice, Protection, Retirement and Investment Planning.
Suzi is based in Bromsgrove where she lives with her husband and 2 grown up daughters. She loves spending time and having exciting adventures with her family and also takes time for photography.