Susan Swan

Head of Operations

Get to know Susan

Susan is Head of Group Operations, overseeing the largest division in the business – a team of more than 140 colleagues across administration, business quality, client services, paraplanning, and the Xplan site admin team.

Since joining the company in 2007 as an office supervisor, she has progressed through the Group, developing a deep understanding of the business and its people. Today, she plays a pivotal role at the heart of operations, working closely with advice, compliance, finance, and acquisitions to ensure the business runs smoothly and continues to grow.

Before working in financial services, Susan spent 11 years in the Royal Navy as a Physical Training Instructor, serving on HMS Westminster and HMS Illustrious. It was here that she developed the leadership skills, resilience, decision-making ability, and people-first approach that still define her style today. Known across the business as a supportive leader who gets things done, she is happiest when problem-solving and helping people succeed.

Outside of work, Susan is competitive – whether that’s running, tackling a CrossFit workout, or skiing. When she’s not working, she is usually planning her next trip (usually to Dubai) or enjoying good food, good wine, and family time at home – especially with Freddie, the family Border Terrier and unofficial “Head of Mischief”.

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