Independent Financial Adviser at Nelsons Solicitors Limited
Suzanne Castledine-Casey
Independent Financial Adviser
Suzanne joined Nelsons in August 2019 and is an Independent Financial Adviser in our specialist Investment Management team. Areas of Expertise - Investment advice for individuals - Protection planning - Pensions and retirement planning - Investment fund research and analysis - Cash flow modelling Professional information - Working in the financial planning industry since 2006 - Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS) - Qualified member of the CII - Qualified member of the Personal Finance Society (PFS)
Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ
Licensed for 1 years
Practice Areas
Money & Tax
- Money & Tax 100%
0 Client Reviews
Overall experience
About Suzanne Castledine-Casey
Suzanne joined Nelsons in August 2019 and is an Independent Financial Adviser in our specialist Investment Management team. Areas of Expertise - Investment advice for individuals - Protection planning - Pensions and retirement planning - Investment fund research and analysis - Cash flow modelling Professional information - Working in the financial planning industry since 2006 - Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS) - Qualified member of the CII - Qualified member of the Personal Finance Society (PFS)
Languages Spoken: English
Contact Suzanne Castledine-Casey
Resume
WORK EXPERIENCE
Title
Name
Duration
Independent Financial Adviser
Nelsons Solicitors Limited
?-present
