Susie Bewell

Susie Bewell

Raymond James, Hitchin

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Hitchin
View location
Top Rated 2026
Verified since: March, 2017
4.9 out of 5

222 reviews

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  • 19

    Recent Client Reviews

    Verified reviews: 100%

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  • Independent Financial Adviser

    Last checked: 05 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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  • 38

    Positive First Impressions

    89% of users who are not yet clients had a positive first experience with Susie

    89% of VouchedFor users have had a positive (4 or 5 star) first experience with Susie (based on 38 first impressions)

About

Welcome and Thank you for taking the time to review my profile. I am based in Hitchin, Hertfordshire, Chartered Wealth Manager and Branch Principal of the Hitchin branch of Raymond James Investment Services. We are called "financial advisers" or "wealth managers" but it boils down to the results we can create for clients. I help my clients use their savings and investments to give them the choices to create the life that they want. This can be as simple as building up savings for the family, using both ISAs and pensions to plan for or enhance retirement or safeguard assets for future generations by assessing inheritance tax issues. In particular, I will help you to: ► Create a plan that evolves with you ► Build up savings and investments if you have not yet done so ► Review your current ISAs or pensions to make sure they are producing the returns you deserve ► Manage your investments to ensure they remain on track ► Give you the peace of mind that your investments are in safe hands Our team is passionate about working directly with clients and also for the clients of solicitors and accountants where we can provide a specialist investment service. I am particularly keen on assisting women to understand and benefit from mainstream and lower risk investments. Networking is a key part of my role as I am an enthusiastic supporter of my peer group and delight in opportunities to assist them to build-up their own money pots. Many people often say to me "But I'm not Wealthy, I don’t have anything to invest", "I'm afraid I'm not doing the right things with my money." "I don't want to be burdened with details.", "I need to talk to someone who knows what they're talking about." You’d be surprised at what you do have and the potential of what you could have. Please don’t hesitate in contacting me so I can give you the guidance you need, before you need it. Please note, we deal with pensions in terms of setting up new pensions, reviewing existing pensions and giving advice on consolidating pensions. At retirement we can help with income drawdown and retirement options. We do not generally give one-off advice in relation to annuities, and we are not authorised to give advice on transferring defined benefit (final salary) pensions.