Susie Leverton
MBA DipPFS
As a specialist in later life planning, I help my clients with retirement planning and care fees funding. I know that it is vital to manage your investments astutely in retirement. Careful planning and regular reviews are essential in helping to secure the retirement that you have worked for.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
I build long-term relationships with each of my clients, by understanding their hopes and dreams, and working with them to create a personal financial plan that is designed to help make those dreams come true.
As financial consultant with Capital Planning Partners, Senior Partner Practice of St. James's Place, I cover all aspects of wealth management including retirement planning, wealth protection, savings and investment planning.
I provide wealth management advice primarily to clients in Hampshire and South East England.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
