Cheshire Lifestyle Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Sarah Smith DipPFS, Paraplanner

Sarah is able to support Rick with all his clients’ needs, but in particular where analysis and research are required.

She has studied for and qualified in the Certificate in Financial Planning in order to ensure that she is always completely up to date with technical issues.

Susan Brassey DipPFS, P.A.

Susan Brassey is delighted to have joined Cheshire Lifestyle Financial Planning Limited as Personal Assistant to Rick Hughes.

Susan previously ran her own very successful IFA practice for 23 years and has over 36 years experience working in financial services. She wants to continue to provide Cheshire Lifestyle Financial Planning Limited with excellent client service and to maintain a high level of client support and satisfaction in this new role. Susan has excellent client relationship skills and can provide pivotal support for Rick.

Susan has worked very hard on gaining industry qualifications over the years and below are her current industry qualification achievements:-

  • Financial Planning Certificate. FPC 1, 2, &3. (1995)
  • Certificate in Mortgage Advice & Practice (2003)
  • R01 - Financial Services, regulation & ethics. (2011)
  • R02 - Investment Principles & risk. (2012)
  • R03 - Personal Taxation. (2012)
  • R04 Pensions and Retirement Planning (2012)
  • R05 Financial Protection (2012)
  • Diploma in Financial Planning. (DipPFS). (2012)

Sue is married to Phil, and when not working, Susan enjoys gardening and holidays to St Ives, Cornwall and Keswick in the Lake District.