Suze Yates
About me:
Job Title: Marketing Lead
What I do: It turns out that while they are amazing financial planners, the Clarus team are not so good at shouting about it, and it turns out that shouting is what I am good at.
Brief Background: I moved from Dublin to the UK in 2006. I have a degree in marketing and 15 years experience working with the smallest of clients to the biggest, both on the agency and client side including; DHL/Manchester United, Colgate and Hertz.
Favourite part of my Job: Helping the Clarus brand grow and grow in an ever changing marketing landscape. I know for as long as I am doing this job, I will always be learning and will never be bored.
Outside Work: Cooking, in a playground somewhere or updating my retro 1970s house
Favourite Place: Ireland’s Eye- a little island off Howth in Dublin where I used to go all the time.
Secret Skill: I am a classically trained singer (although this was ruined once I started my career in shouting…)
Favourite Era: 1970’s- if I could go back in time, you’d find me shimmying in Studio 54 on a multicoloured dancefloor.
Our Approach
Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps
Discover
We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.
Develop
Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.
Deliver
Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.
We’re here for the whole journey
We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input. Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.
Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.