Susannah Gray's Location
England, United Kingdom
Susannah Gray's Work
- Managing Partner @ SORBUS PARTNERS LLP
- Wealth Advisor @ SALIX Wealth
- Strategic Consultant @ Wealth Management, Inc.
- Consultant @ Trustee Investment Partners (PFC)
- MPS Proposition Director @ Newscape Capital Group Ltd
- Associate Director @ Fiscal Engineers Ltd
- Wealth Advisor @ Serin Wealth
- Financial Planning Consultant @ Baigrie Davies
- Independent Financial Adviser @ Sterling McCall Wealth Management
- Independent Financial Adviser @ Independent Financial Solutions (IFS)
Susannah Gray's Education
- Society of Trust and Estate Practitioners
STEP Certificate for Financial Services
- LLB (hons)
Bachelor of Laws (LLB)
1999 - 2002 - CII
Chartered Fellow
- CISI
FCISI (Investments and Securities)
- De Montfort University
Master of Laws - LLM (Law)
Susannah Gray's Skills
- Estate Planning
- Financial Advisory
- Pensions
- Wealth Preservation Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Critical Illness
- Investments
- Llb Hons And Lpc
Susannah Gray's Summary
Susannah Gray, based in England, United Kingdom, is currently a Managing Partner at SORBUS PARTNERS LLP, bringing experience from previous roles at SALIX Wealth, Wealth Management, Trustee Investment Partners (PFC) and Newscape Capital Group Ltd. Susannah Gray holds a STEP Certificate for Financial Services @ Society of Trust and Estate Practitioners. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Wealth Preservation Planning, Retirement Planning and more, Susannah Gray contributes valuable insights to the industry. Susannah Gray has 2 emails on RocketReach.
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