Susan Cain

DipPFS

Susan provides an advisory service to her clients on all aspects of personal and business finance as well as lifestyle management.
She has provided guidance to her clients for many years but continues to pride herself on quality, face to face advice to support the financial ambitions of clients new and old.

Specialisms:

E-Briefing Service

Location : Nottingham

0115 667 0400

About

Susan has specialised in offering expert financial planning since 1991. She worked initially with NatWest Bank before moving to Oddie Dalton Wealth Management in West Bridgford to focus on financial planning grounded in long term relationships with clients. She went on to purchase Oddie Dalton Wealth Management in March 2008 after working in the practice for 12 years.

Through Oddie Dalton, Susan had been working with St. James's Place since October 2003. Now a Senior Partner with St. James's Place, Susan is one of the most experienced St. James's Place Partners in Nottingham.

Testimonials

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Sue provides the same standard of customer care whether you have a little or a lot to invest. She always provides a fast response to financial questions and gives clear expert advice when it's needed. Sue builds trust, listens and remembers.

Dr. J Holland

Susan has been an invaluable support to our financial planning over the last 7 years or so. She has played a significant role in our retirement planning, inheritance tax planning and even putting our wills* in place. We find ourselves in a very good financial position and our planning is absolute...

Mr. PM &amp%3B Mrs. SH Tomlinson

* Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Susan has been an invaluable support to our financial planning over the last 7 years or so. She has played a significant role in our retirement planning, inheritance tax planning and even putting our wills* in place. We find ourselves in a very good financial position and our planning is absolute...

Mr. PM &amp%3B Mrs. SH Tomlinson

* Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

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.

Campbell Cain Wealth Management Ltd is registered in England and Wales, Number 07514632. Registered Office: Office 3, The Waterside, Pavillion Road, Nottingham, Nottinghamshire, NG2 5PH.