clarity
Suzanne Cox has a diverse work experience history. Suzanne started their career as a Bar Manager at Pitcher & Piano in 2001 and worked there until 2003. Suzanne then moved to Ubevco, where they held the position of Business Development Manager from 2003 to 2004. Following that, they worked at HBOS as a Personal Financial Adviser from 2004 to 2006. Suzanne joined Clarity in 2006 as an Operations Manager, a role they held until 2015. In 2016, they were promoted to the position of Head of Compliance at Clarity.
Suzanne Cox APFS MSCI earned a Bachelor of Science (BSc) degree in Geophysics from The University of Edinburgh, which they completed from 1994 to 1998. Suzanne has also obtained additional certifications, including a Diploma in Investment Compliance from the Chartered Institute of Securities and Investment in 2019, and a Chartered Financial Planner certification from the CII in 2013.
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clarity
clarity is an award-winning firm of chartered financial planners, with offices in London, Woking and Cambridge. We provide a range of services to help people and organisations manage their money, including: • strategic financial planning advice • investment advice and management • market-leading financial planning and benefits communication technology, including online tools and calculators We know that everyone’s circumstances are different, so our services are suitably flexible. The majority of our clients choose to work with us on a long-term basis, but we also provide one-off advice if you just need our help for a particular issue. Our highly qualified team has extensive experience advising individuals throughout the entire financial planning lifecycle, including: • investing for children • school fees planning • pensions and retirement (including pension sharing on divorce) • wealth preservation • tax and business planning • estate and inheritance tax planning In addition to our private client services, we also specialise in advising trustees of not for profit (NFP) organisations, and provide bespoke benefits communication technology for large, multinational corporations with globally mobile employees. Find out more: clarityglobal.com