Suzanne Stone
A little about us
Suzanne has worked in the Financial Services industry for 36 years. Following 26 years of service with a leading insurance company, she joined JMA in 2011 to become a member of the administration team. She now works within the Private Client Support team, which strives to provide a personable, effective and efficient service to our individual clients. With an unparalleled keen eye for detail, Suzanne’s main focus involves organising the administrative work required to process the annual review service, perform research on existing plans and implement new financial products for our private clients.
Qualifications
Chartered Insurance Institute
Financial Planning Certificate
Financial Services and Their Regulation
Life & Pensions Foundation Certificate
Protection, Savings, and Investment Products
Identifying and Satisfying Client Needs
What customers say
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
Trevor Phillips, Surrey
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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.