| Name: | Susan Worthington | |
| Mobile: | +34 670 308987 | |
| E-mail: | susan.worthington@spectrum-ifa.com | |
| Office address: | C/Menorca 1, 1-1, Castell de Bendinat, 07181, Mallorca. | |
| Expat since: | Moved to Menorca in 1995 then to Mallorca in 1999. | |
| Specialist areas: | Financial Planning, Spanish Compliant Investments, Pensions and Estate Planning. Holds the IFS Certificate for Financial Advisers (CeFA) | |
| Family: | One son, Tom who grew up in the Balearics and now working with a European Discretionary Management group, based in Port Adriano, Mallorca. Has a Grandson, Jack who attends International School here in Mallorca. | |
| Hobbies: | Travelling, Live Music/Concerts, Rugby, Skiing, Walking, Tai Chi, Reiki, Films, Good Food |
Susan has over 40 years’ experience providing Independent Financial Advice to a wide range of clients in many different circumstances. Individual financial situations change constantly and so need regular attention and review and she is proud to continue looking after clients who have been with her since the 1980’s as well as meeting the financial needs of newer clients. Having long term associations to ensure clients’ ever-changing needs are met is the part Susan particularly enjoys about her work.
She has vast experience of identifying clients’ specific objectives in relation to moving overseas and also returning to the UK. She specialises in offering a wide choice of investment options appropriate for British Expatriates resident in the Baleares.
Susan was founder of the women’s business networking group, LACE (Ladies Alliance of Communication and Enterprise) in Mallorca in 2004. In 1988 she became a member of the Rotary Club of Menorca and later became the first lady member and female President of the Rotary Club International, Calvia, Mallorca. She is now the voluntary Auditor for both RC International Calvia and RC East Mallorca International.
If you wish to contact Susan for a private and confidential chat, please contact on:
Email: susan.worthington@spectrum-ifa.com or Telephone: +34 670 308987