Suzy's career in Financial Services spans 25 years, predominantly working for large financial institutions in client facing roles. This has allowed Suzy to gain a wealth of experience and practical skills which she now applies to her role as Personal Assistant to the Principal.
Suzy joined Burton Hills Wealth Management in 2016 shortly after her husband Tim established the business. Suzy manages the administration functions of the business and enjoys day to day contact with clients whilst ensuring the Practice runs smoothly.
Although Suzy is not currently advising she holds the Certificate in Mortgage Advice and Practice (CeMAP) - a specialist qualification for mortgage advisers.
Carly graduated from the University of Huddersfield in 2010 with a Master of Law and Practice and joined a large law firm in Leeds before joining a Partner Practice of St. James’s Place in 2013.
Following the completion of several accreditations within St. James’s Place, Carly joined the team at Burton Hills Wealth Management in 2018 as Practice Manager. Carly is currently studying for further financial planning qualifications.
Carly works closely with the other members of the team to ensure that clients are well looked after, which includes arranging regular review meetings and interim contact and support, as required. Carly is responsible for organising high quality client events and seminars and manages the marketing and PR strategy for the Practice.