Private Client Manager | Nerja, Málaga, Mijas, Marbella, Nueva Andalucía
Susan is a financial services professional of over 30 years’ standing and is Diploma qualified via the Chartered Insurance Institute and a Chartered Member of the Securities Institute. She also holds the Certificate for Financial Services from STEP, the Society of Trust and Estate Practitioners, and has a particular interest in trusts and cross-border estate planning.
Susan spent a large part of her career based in the City of London with companies such as private bankers Coutts & Co. and private client stockbrokers Charles Stanley. In late 2015 she decided to seize the opportunity of working at the Mijas office of Blevins Franks, where she now provides ongoing advice and support to existing clients across Southern Spain alongside fellow Private Client Manager, Andy Buchanan.
Susan also visits the Nerja office on a regular basis, to look after our clients in the area.