Suzanne Ward
Bloom Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Any amount
0292 227 9219
Based in Cardiff
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Suzanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Suzanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Suzanne has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Suzanne has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Suzanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Suzanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Suzanne has not yet added their fees to their profile
Fees not yet added
Suzanne has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Suzanne
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Suzanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 June 2025
Suzanne and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Suzanne has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Suzanne has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Suzanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Suzanne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Suzanne has not yet added their fees to their profile
Fees not yet added
Suzanne has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Suzanne
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Suzanne (based on 10 first impressions)
I enjoy working with individuals, families and trustees, providing bespoke wealth management solutions to meet both aspirations and values. Having worked primarily in the high-net-worth sector, I have extensive experience in this advice area but understand that everyone’s financial journey is different. When working with clients I believe that it’s more than just investment strategies, it’s about building a long-term relationship focused on your goals and financial well-being, whilst making it easy and simple for you to manage your wealth. For more information please visit bloomfinancialplanning.co.uk You can also find us on Instagram, Facebook and LinkedIn. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 08/01/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Suzanne's clients
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Adviser Disclaimer
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.