The company became Campbell Cain Wealth Management Ltd in January 2015 when Susan’s husband Andrew joined the firm.
Susan provides an advisery service to her clients on all aspects of personal and business finance as well as lifestyle management.
Susan has specialised in offering expert financial planning since 1991, initially with NatWest Bank, before working with Oddie Dalton Wealth Management, a company that she purchased in March 2008 after working in the Practice for 12 years. Through Oddie Dalton Susan had already been working with St. James's Place Wealth Management since October 2003.
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.
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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.