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Susan Bennett

Chartered Financial Planner @Advanta Wealth Ltd

Dundee, GB
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2022 — Present

Chartered Financial Planner @Advanta Wealth Ltd

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Dundee, GB

EDUCATION

2000 — 2014

Chartered Insurance Institute

Fellowship of the Personal Finance Society, Financial Planning and Services

SKILLS

Investment AdviceRetail BankingBusiness Relationship ManagementCustomer ServiceRelationship ManagementFixed IncomeInvestmentsCommercial BankingEstate PlanningTeam OrganisationBondsStrategic Financial PlanningPortfolio ManagementInheritance Tax PlanningWealthFinancial RiskAsset ManagementSocial NetworkingWealth ManagementManagementFinancial AdvisoryAsset ManagmentFinancePension FundsPrivate BankingPensionsRetirement PlanningInvestment AdvisoryBankingMutual FundsDiploma in Financial ServicesDelegationFinancial MarketsInvestment BankingWealth Management ServicesFinancial ServicesHigh Net Worth IndividualsFinancial PlanningMortgage Lending

ABOUT SUSAN BENNETT

At Advanta Wealth we believe in understanding what really matters to our clients. It could be a simple objective of growing your wealth, or you may need help in developing a plan to allow you to retire early or are looking for advice around how to effectively plan to reduce your liability to Inheritance tax. Once we understand what is important to you we can tailor a plan to help you to meet these objectives. If you would like to hear more about how we can help then please do get in touch. I am available to help with all aspects of Financial Planning and I also hold the enhanced qualifications required to help and advise in the complex area of pension transfers.In addition I am a member of Consensus Collaboration Scotland which aims to support people looking to separate or divorce with dignity by working with a network that can support them legally, financially and emotionally. If you think I may be able to help, you can reach me at: s•••••••@theadvantagroup.co.uk or on 07•••••••90.

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