As a Private Client Manager, Susan’s role is to guide clients through their financial journeys, helping them achieve their financial goals – no matter what they are. As well as making financial advice as easy as possible to understand, Susan is a great believer in getting to know the client and building a strong, long-lasting relationship with them.

Susan is a proud Limerick woman who is married to John and has two very active kids. She is usually found on the side of a sports pitch somewhere!
Susan is a member of Network Limerick and was a winner of the Limerick Business Woman of the Year Award 2023 – Shining Star and went on to be a finalist at the National Awards.
Any spare time is for studying for the final Certified Financial Planning (CFP) exams – and playing football for her local GMO (Gaelic Mothers & Others) team. Apparently it’s not competitive at all!

For Susan, the fact that it’s a client-centric environment where the quality of advice really matters. And she loves being part of a great team that genuinely works together in the best interests of our clients.