Blogs
Wealth Management
Balancing Act – The Pros & Cons Of ISA & Pension Contributions
Read More
Suzanne joined Nelsons in August 2019 and is an Independent Financial Adviser in our specialist Investment Management team.
Suzanne has worked in the financial planning industry since 2006. Her areas of expertise include investment advice for individuals, protection planning, pensions and retirement planning, investment fund research and analysis, and cash flow modelling.
Areas of expertise
Professional information
-
Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS)
-
Qualified member of the CII
-
Qualified member of the Personal Finance Society (PFS)
Recent articles from Suzanne Castledine-Casey
Make an enquiry
If you wish to contact Nelsons please complete the form below. A member of our team will respond as soon as possible. When you send this form you consent to a member of our team calling and/or emailing you about your enquiry. Please read our privacy notice to see how we look after your data.
Main Contact Form
Used on contact page