Susan Haliday
Estate planner at Later life considerations | Harrogate, England, United Kingdom
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Susan Haliday is a dedicated estate planner with a wealth of experience derived from her extensive background in the banking industry. Transitioning from a corporate environment to running her own practice, Susan has found her true passion in helping individuals and families navigate the complexities of later life considerations. Her mission is clear: to protect homes and investments from the potential financial burdens of care home costs, probate fees, and outside claims on inheritance, ensuring that her clients can leave a meaningful legacy for their loved ones.
In her current role, Susan offers a comprehensive suite of services tailored to meet the unique needs of her clients. This includes asset protection strategies that shield wealth from care home fees, the establishment of legally sound wills, and the creation of powers of attorney to ensure that clients' wishes are honored in times of need. Susan's expertise in strategic financial planning and retirement planning allows her to provide insightful guidance that empowers her clients to make informed decisions about their future.
Susan is particularly passionate about raising awareness around the importance of estate planning. As Martin Lewis famously stated, "Everyone should have one," referring to the necessity of a will. She encourages families to engage in proactive discussions about their financial futures, emphasizing that the right planning can prevent unnecessary stress and financial strain during challenging times.
With a commitment to personalized service, Susan invites families to reach out for consultations, where she can share her knowledge and help them secure their financial legacies. Her approach is not just about protecting assets; it’s about fostering peace of mind for her clients and their families.
Estate planner at Later life considerations in August 2013 to Present
Personal banker at Barclays in January 2004 to January 2012
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Banking
Retirement Planning
Retail Banking
Strategic Financial Planning
Investments
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What is Susan Haliday email address?
Email Susan Haliday at [email protected]. This email is the most updated Susan Haliday's email found in 2026.
How to contact Susan Haliday?
To contact Susan Haliday send an email to [email protected].
What company does Susan Haliday work for?
Susan Haliday works for Later life considerations
What is Susan Haliday's role at Later life considerations?
Susan Haliday is Estate planner
What is Susan Haliday's Phone Number?
Susan Haliday's phone +44 ** **** *367
What industry does Susan Haliday work in?
Susan Haliday works in the Financial Services industry.
Susan Haliday Email Addresses
Susan Haliday Phone Numbers
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