Suzanne Gray APFS, Chartered Financial Planner
Suzanne joined Johnston Financial in August 2008 as a Financial Planner. Her career in financial services began with four years at Aegon Scottish Equitable where she gained wide experience in pensions and investments.
Suzanne then spent four years at another IFA where she became a Financial Adviser after completing two years as a Trainee Adviser. Suzanne has developed a knowledge of and gained a wide experience in all aspects of the Financial Planner role. She is qualified and experienced in all of the core areas of our business; Financial Planning, Investment, Pensions and Inheritance Tax Planning. That experience has been put to good use with our clients and Suzanne provides financial planning services to clients throughout Scotland. Suzanne now has a large number of satisfied and loyal clients.
In November 2011 Suzanne passed the last of her exams to become an Associate of the Personal Finance Society. In December 2011 she was awarded the title, Chartered Financial Planner.
s.gray@johnstonfinancial.co.uk