Suzanne Ward

About

I start by building a picture of everything you have, and we'll talk about what you want the years ahead to look like. From those conversations, we build a plan that fits your life rather than someone else's idea of what your life should be. You'll be the one making the decisions, and you won't be doing it on your own. Many of the women who come to me arrive at a moment of change, such as an inheritance, a divorce, the sale of a business, caring responsibilities that need more attention or a milestone birthday that prompts a question. Others come without anything specific having happened, just a sense that they'd like to know that they're on the right track. Either way, you're at a point where you have more financial complexity in your head than you'd like, and you want a plan that pulls things together. What you get from me is a long-term relationship with someone who's already thought about most of what you're about to ask, and who'll say so when something isn't worth doing. I've worked as a financial adviser for over 20 years and built Bloom to feel different from the large corporate firms many people find impersonal or intimidating. I have been named a VouchedFor Top Rated Adviser for four consecutive years and was recognised as a double finalist in the 2025 South Wales Business Awards in both the Financial Services Business of the Year and Female Entrepreneur of the Year categories. 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 23/10/2025