Future Life Wealth Management appoints new financial planner
27 June 2017
Sheffield-based Future Life Wealth Management has appointed a new financial planner.
Suzanne Jeakins joins from Grant Thornton Wealth Management, where she trained and managed the company’s paraplanners. Before that she worked for 27 years at HSBC, as a financial adviser. In her new role at Future Life, Suzanne will be responsible for researching, assisting and providing financial advice to its clients.
Suzanne, who lives in Chesterfield, said: “Future Life is a great place to work, and everyone here has been extremely friendly and supportive. I’m hoping as I progress I can pass on my knowledge and experience of working in the industry to the rest of the team.”
The 47-year-old has a diploma in financial planning and trust, and is currently taking further exams to complete an advanced qualification in the same subject.
Managing director Jillian Thomas, who is immediate past president of Sheffield Chamber of Commerce, said: “Suzanne joins us with a great deal of experience and I’m sure will prove to be a great addition. I’m confident she will play a major role in continuing the development of Future Life and build on the excellent service we provide to our clients.”
Future Life is based in Renishaw and offers a bespoke financial planning service to generators of wealth; typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.
In 2013, 2014, 2015 and 2016, Future Life was listed in the New Model Adviser Top 100, which recognises financial planners for their qualifications, income and commitment.
Notes to editors:
Photograph shows Suzanne Jeakins.
Jill Thomas can be contacted on 01246 435 996 or at Jill@wealthmangement.uk.com
Additional media contact: Luke Marino on 01226 766900 or at email@example.com
This press release was prepared by Capital B Media, a public relations and media training agency based in Sheffield, South Yorkshire. For more information, please visit www.capitalbmedia.co.uk