|Phone:||+34 971 696292|
|Mobile:||+34 670 308987|
|Office address:||Calle Arquitecto Francisco Casas 17, Plaza Bendinat 14A, Mallorca|
|Specialist areas:||Financial Planning, Tax Efficient Spanish Compliant products, Investments, Pensions and Regular Savings|
|Family:||Son – Tom, who grew up in the Balearics and one adorable Grandson, Jack|
|Hobbies:||Travelling, Walking, Tai Chi, Reiki, Films, Good Food|
Susan has over 30 years’ experience providing Independent Financial Advice to a wide range of clients in many different circumstances. Individual financial situations change constantly and so need regular attention and review and she is proud to continue looking after clients who have been with her since the 1980’s as well as meeting the financial needs of newer clients. Having long term associations to ensure clients’ ever changing needs are met is the part Susan particularly enjoys about her work. Whatever your financial concerns or needs are, Susan can help with considered, personal advice, always aimed at the best possible outcome for financial security and peace of mind.
Susan was a founder of the women’s business networking group, LACE (Ladies Alliance of Communication and Enterprise) in Mallorca in 2004 and subsequently formed LACE Menorca in 2006. In 1988 she became a member of the Rotary Club of Menorca and later became the first lady member and female President of the Rotary Club of Calvia, Mallorca. She is currently Treasurer for Europeos Por Espana in Mallorca and Menorca and supports various charities and organisations.