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Susie Foster

Financial Consultant at Wesleyan Assurance Society

Susie Foster is an experienced financial consultant currently working at Wesleyan since January 2018, specializing in holistic financial advice for teachers and professionals. Prior to this role, Susie served as a financial adviser at Brooks Financial Planning Ltd, a partner practice of St James's Place Wealth Management, where the company received accolades for its services. Susie's career in financial services began in wealth management roles at Lloyds TSB and Plymouth Private Banking Office, where responsibilities included providing compliant financial advice, relationship management, and achieving sales targets. Susie's foundational experience also includes a development management role at Plymouth & Truro Private Banking Offices, where training and supervision were key responsibilities. Susie holds a BSC in Economics and Law from the University of Plymouth, earned between 1996 and 1999.

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