Susan joined Advanced Financial Planning in May 2002. She started as a receptionist but within 6 months had moved on to become Jim Smith’s Personal Assistant. Having steadily progressed, Susan is now the Practice Manager.
In addition to office management duties, Susan is also an accomplished Paraplanner, providing valuable technical and administrative support throughout the advice process and in managing client relationships.
She studied at Aberdeen College and Robert Gordons University where she completed a BA in Hospitality Management.