Suzanne Castledine-Casey

Feedback

• "We are lucky to have met Suzanne. We both had pension funds with SJP and had become increasingly concerned about high charges and poor performance. We had confidence in Suzanne after an introductory discussion about pensions and IHT and we are pleased that Suzanne is now looking after the pensions. Part of the advice she gave us was general and identified our assets and predicted, as far as possible, their value in the future, all explained with easy to understand visual aids. We are grateful also that Suzanne is happy to advise on any changes in our situation and on new legislation that arise and how to minimise any effects. We would strongly recommend Suzanne."

  Client feedback

• "...thank you as always for looking after my investments so professionally and giving me real peace of mind that I am in a very comfortable position to support me and indirectly my family."

  Client feedback