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.
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.
Andrew has over 30 years of experience in the personal financial advice industry working for some of the most respected names in the industry, including The Prudential Assurance company, for which he was the youngest ever District Agent, NatWest Life, and as National Sales Manager for the largest Appointed Representative of AXA Sun Life.
He was head hunted to join J. Rothschild Assurance, a company which subsequently became St. James’s Place, and worked with them for 15 years in a senior management capacity before taking the opportunity to join his wife Susan in the company she had been running for 11 years.
In doing so, not only has Campbell Cain become a family business, but it has also gained a wealth of experience from Andrew’s high level career in financial services.
Laura joined Campbell Cain Wealth Management Limited in June 2008 after studying Business Studies at the New College Nottingham. She manages the overall running of the office to ensure the quality of client service standards and compliance requirements. She also arranges appointments and manages Sue’s diary.
Technical support is provided by Samantha, who joined Campbell Cain Wealth Management Ltd in February 2013 after studying Politics at Nottingham Trent University. She is currently working towards her CII Certificate in Financial Planning. She is responsible for writing and preparing the financial plans, analytical reviews and producing supporting evidence for reviews with clients.