About Susie
I am the founder and Managing Partner of Luminosity which is a Financial Conduct Authority qualified and regulated business providing consumers with advice on protection and healthcare products.
Originally from London, I am a mum of two teenagers and live in Nailsworth Gloucestershire.
I have many years of experience working in financial services, firstly in corporate banking where I started work straight from school. I then moved into the insurance and healthcare sector holding senior roles for a mutual friendly society where I led a sales and service operation. My broad financial services experience has given me a huge passion for supporting working people and families and provided the inspiration for me to launch Luminosity.
The brand values that define Luminosity:
- Trust and transparency
- Provision of quality regulated advice
- Independent – whole of market solutions
For me it’s not about a one-off piece of advice and sale to a client; I want to offer advice throughout their lives, so offer a complimentary annual review service for all my clients. This then ensures that any life changes they have, are captured, and I can review against the personal protection policies they have for suitability and further advice offered if required.
I am always happy to help and support my client should the need arise with claims also. I want my clients to feel like they have an expert arm around them if they need further support, advice or guidance in the personal protection space.
I very much believe in the importance of building trust in relationships and partnerships in business and love getting to know clients, understanding their lives and families so I can really help, guide and support and give them quality financial advice where it’s needed the most.
I believe in the importance of quality regulated advice and understand that consumers are underserved in the personal protection arena, often with low levels of trust, confidence and understanding. My role is to establish any risk areas they have and then find suitable solutions to mitigate those risks. A professional regulated adviser is best placed to support customers through what can appear to be a complex and daunting process. My desire is to build financial resilience for my clients and their families, ensuring they have a financial security blanket in place if life gets challenging.