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About me

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

Background/Experience

Before joining Investec in 2014, I worked as a Paraplanner at The Jelf Group where I developed my technical knowledge and report writing skills.

Financial Qualifications:

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society 

My interests

I have a young son and enjoy spending time with him. I am also a keen runner and have completed the London marathon.

My areas of expertise

Contact me via the form to learn more about...

Feeding a swan
Suzanne Flook

We truly take the time to understand our clients. By understanding their goals and objectives we are able to create a strategy to help them to achieve them.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.