Gee and Watson

Suzanne Bradshaw Financial Adviser

Location: Birkenhead Office (McEwan Wallace Wealth Mgt)

Suzanne has been involved in financial services since 1985 working for a major life assurance and pensions company, then as an independent financial adviser. She joined McEwan Wallace Wealth Management Ltd in April 2004 as an adviser. Her main areas of expertise include Pensions, Investments and Protection.

In addition to holding a dual honours degree she is a member of The Personal Finance Society. She has achieved the Diploma in Financial Planning and is presently working towards the Advanced Diploma in Financial Planning. Suzanne’s Chartered Insurance Institute qualifications include The Pensions Simplification Qualification (CF9); Certificate in Pension Income Options (J05); Certificate in Mortgage Advice (CF6); Certificate in Lifetime Mortgage Activities (CF7), Certificate in Home Reversion Plans (HR1), Personal Taxation (RO3) and Investment Principles and Risk (RO2).