Introducing Susan Roffman

Whether in the early, mid or latter stages of your career, optimising income and maximising capital are of prime importance. Experienced, knowledgeable and professional wealth management is an essential component in this process.

As a Founder Senior Partner of the St. James's Place Partnership, I specialise in dealing with the financial planning, requirements and options open to higher than average income earners and those with capital accruement.

I work with you to prioritise your changing needs which will reflect both the current and future economic climates as well as your personal needs at different periods in your life.

I work closely with all my clients building a relationship based on trust and understanding, recognising that each client is unique. I provide completely individual planning and advice, tailored to your requirements and believe in the development of a productive, professional and ongoing relationship with input to include, amongst other things:

  • Building and Preservation of Capital
  • Cash and Borrowings Management
  • Risk Assessment and Protection
  • Estate Planning
  • Pensions
Regular communication is highly valued by my clients and will allow you to receive advice whenever it is needed. I do encourage a regular review meeting at least once a year, but of course will keep in touch inbetween!

I hope you find my website of interest. Please do not hesitate to Contact me with any queries.