Suzanne Allen - Managing Director
After completing my studies and having a keen interest in economics I joined a large national IFA and decided to become a financial planner. I was ambitious and keen to progress quickly so I moved to a medium-sized IFA in 1998 where I gained invaluable experience working with high net-worth clients and completed my basic financial planning exams. I joined First Financial Advisers/Heritage in September 2001 teaming up with Peter and started to work within the dental profession. I have specialist knowledge of pensions, taxation and trusts and provide the team with technical guidance.
In October 2005 I achieved my advanced financial planning certificate (now referred to as the Diploma in Financial Planning). I took joint control of Heritage in August 2006 with Peter and assumed the additional responsibility of managing director.
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