Susette Bowden

Financial Planner

Reviews and Ratings for Financial adviser Susette Bowden, Portsmouth

Member of the Personal Finance Society

Susette’s role at Lawrence Clarke

Susette specialises in providing comprehensive advice on investments, pensions, and protection plans, including life cover, sickness, and long-term care for all ages. Additionally, Susette also offers expert guidance on Court of Protection cases, divorce, and pension sharing.

Since joining Lawrence Clarke in 2014, her background as a solicitor in Hampshire and London, along with her accreditation as a family mediator, has enabled her to deliver holistic financial planning. Susette’s extensive knowledge of taxation and trusts enables her to offer each client personalised financial advice.

The information you need to know

Here's Susette’s...

FCA Register Qualifications

Qualifications

  • CF8 (Certificate in Financial Planning and Long Term Care Insurance)

    This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

  • Award in Long Term Care Insurance

    This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Statement Of Professional Standing

When Susette isn’t working

Outside of the office, Susette enjoys spending time outdoors, exercising, gardening, and relaxing with family and friends.

Susette in the spotlight

Where is your favourite location in the world?

I enjoy travelling and have many favourite places, it is difficult to choose just one.

What's the best piece of advice you've ever received?

Be true to yourself.

What do you love most about your job?

My clients, the people I work with and the knowledge to ensure clients have peace of mind and are appropriately advised.

What’s your proudest moment as a financial planner?

It’s always good to know I’ve assisted clients wisely and carefully in setting up a tax-efficient portfolio, with different types of products and sufficient life assurance, if applicable.

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    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200