Experience

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  Ardent Wealth Limited

  • Northern Ireland, United Kingdom

  • Director/Financial Advisor

    • Apr 2021 - Present
    • Northern Ireland, United Kingdom

    Suzanne Donnelly is a Director of Ardent Wealth Limited, a proud Member of The Advice Partnership from Prudential. Ardent Advisers help people achieve financial security by providing expert advice across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

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  Prudential UK

  • Northern Ireland, United Kingdom

  • Partner/ Financial Advisor

    • Nov 2015 - Apr 2021
    • Northern Ireland, United Kingdom

    Working as a regulated Financial Advisor; delivering face to face advice to client's in Northern Ireland across the disciplines of Pensions, Investments, Protection and Estate Planning.

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  Welby & Associates

  • Northern Ireland, United Kingdom

  • Independent Financial Advisor

    • Sep 2013 - Nov 2015
    • Northern Ireland, United Kingdom

    Providing independent Investment, Pension and Protection advice.

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  Santander Plc

  • Newry County Down

  • Financial Planning Manager

    • Jun 2009 - Sep 2013
    • Newry County Down

    Managing both Regulated Investment and Protection business across both Santander branches in Newry, County Down, I am personally responsible for the management and generation of new and existing business within Santander’s retail branch network. I currently actively manage a portfolio of investment clients and I have personally generated over £11 million pounds of new business to the group over the last 2 ½ yrs. I predominantly concentrate on the maximization of growth or income generation for my client’s, by investing across a diverse range of both UK and International Equities and Fixed Interest Securities whilst concentrating at all times on the mitigation of tax payable.Within Santander’s total UK client facing advisor population of 700+ Financial Advisors, I have always performed to the highest standards within both performance and risk control measurements and to date I have never fallen outside of Santander’s top ten financial planning advisors in the UK – last quarter for example I finished 5th in the UK.

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  Santander Plc

  • Financial Protection Advisor

    • Feb 2007 - Mar 2009

    Responsible for regulated protection sales to retail based clients across the Northern Ireland Counties region; selling Life, Critical Illness and Income Protection policies. I built the role from a ‘standing start’ to become the top performing Protection advisor across the whole of the UK within Alliance and Leicester PLC.Working closely with our then strategic partner Legal & General, I worked across all disciplines from the sale and commencement of policies, annual review of client’s cover and the management of claims.

  • Banking & Savings Specialist

    • Aug 2001 - Feb 2007

    Working within the Banbridge branch of the Alliance & Leicester, I worked within the retail team to build a strong base of Banking and Savings clients through the opening of Current and Deposit based Savings accounts, Credit Cards and the setting up of Unsecured Personal Loans up to a maximum lending limit of £20,000. Responsibilities also covered Commercial Banking requirements for Business customers with turnover under £1 million.Please note that within this tenure I took 6 months maternity leave between March 2004 and September 2004 to have my 1st child Olivia.

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  Listgrove Limited

  • Birmingham, United Kingdom

  • Account Manager

    • Nov 1995 - Apr 2001
    • Birmingham, United Kingdom

    I was responsible for the management of bespoke recruitment solutions for new and existing clients within the plastics, rubber, packaging and print related industries.Key objectives were to build partnership relations, providing clients with a 'one stop' strategy for human resource and management consultancy issues. As a retained recruiter I was in the fortunate position of not having to compete in the ruthless world of ‘contingency recruitment’ and my role was one of building the client relationship to a position whereby the client sought our services for all of their senior management appointments. I specialised within the placement of senior general management and technically based personnel into key strategic positions within international 'Blue Chip' corporations.I worked across a broad section of industry sectors from Food, Tobacco, Pharmaceuticals, Automotive and General Engineering; whereby I had full autonomy regarding the negotiation of fees and on-going contracts.Two of my main clients included the global engineering giant Husky and Field Packaging; a Gravure Print specialist within the Tobacco sector providing carton manufacture for Gallagher, Rothmans and Phillip Morris. One of the highlights of my tenure with Listgrove, was the establishment of a two year sole supply recruitment contract with Fenner Engineering; a 'first tier' automotive component supplier. Turnover generated over the contract acquainted to over £120,000 sterling.

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  Hazlewood Foods Plc

  • Selby, South Yorkshire

  • Brand & Product Manager

    • Feb 1992 - Nov 1995
    • Selby, South Yorkshire

    Commencing full time employment following my graduation from University, I was recruited onto the Hazlewood Graduate Trainee Programme which I completed after 2 years, upon which I was seconded around the group working across all disciplines of food manufacture from Production, Technical, Purchasing, Logistics, Finance and Commercial which I subsequently specialised within. Working within the Commercial department, I graduated to become a Brand and Product Manager for the Bottling Division based in Selby, North Yorkshire and I worked closely with our retail based customers such as Marks and Spencer, Sainsbury’s, Asda and Tesco developing their ‘own label’ ranges of sauces and preserves and working closely to develop a strong brand identity through innovative packaging and printing concepts. As well as concentrating on product ranges for the major multiples, I helped develop and re-brand the Epicure label; an old brand that had stagnated, to become a specialist tertiary label now sold through prestigious outlets such as Fortnum and Mason and Selfridges. The establishment of many innovative Trade Marketing campaigns subsequently led to an increase in the rate and volume of purchase, account profitability and stock turn and margins by on average 30% for the division.