Suzy May joins to bolster client relations team

We are delighted to announce Suzy May's appointment as a Paraplanner. The term Paraplanner may not be familiar, so to explain, it is a role that involves working in collaboration with our relationship and portfolio managers to help create investment solutions that meet our client's needs, circumstances, and objectives.

Suzy has eight years of experience in the industry and has achieved Chartered Status from the Chartered Insurance Institute. Prior to building a career in financial services, Suzy worked in the horse racing industry, and this remains one of her passions. Away from work, Suzy enjoys an active lifestyle, whether it be walking her dog, playing hockey or running. 

Beyond playing an essential part in the team that shapes our recommendations, Suzy will also be heavily involved in preparing proposals that clearly present our suggested investments and explain why we believe they are suitable. 

Suzy said,

“I am excited to join a business with a long track record of successfully managing client investments. My role is all about supporting our expert advisers and skilled portfolio managers to develop investment solutions that help our clients secure a strong financial future.”

James Johnsen, Head of Private Clients, commented,

“Suzy comes to us with a wealth of experience and fresh perspective, which is always important in ensuring we do not rest on our laurels. She has hit the ground running, and I look forward to seeing her build a successful career at Church House. "

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