You are assured of a very individual service in view of the fact that as well as the advice given to clients all administration is carried out by Susan herself, giving Clients a unique financial planning process. The CII have checked that Susan Brassey meets the required qualification standard and confirms the adviser has signed an annual declaration stating that they have kept their knowledge up to date and complied with the Statements of Principle and Code of Practice for Approved Persons.
Susan's Statement of Professional Standing can be viewed by clicking the image on the right.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
-
Main Office - 7 Lyndhurst Rd, Wallasey, CH45 6XA
01516380740
Business Name
Susan Brassey
Claim This Business
Are you the owner? Claim your listing to manage it.
Services Offered
Customer Reviews
No reviews yet. Be the first to review this business!
