Meet Sue

Sue is an incredibly experienced member of our team with over 30 years in financial services in various roles including back office support, paraplanning, compliance and supervision.

Sue enjoys working with a team of like-minded people that have our client’s interests at heart.

How I like to spend my time outside work

Working with amateur dramatic groups and some charity groups as a choreographer and dance instructor.

The important stuff

Just as we encourage and support our clients to achieve their goals, so we provide encouragement and support for our team members to do the same. You can see the qualifications that Sue has obtained below.


Sue in the spotlight

What is the last book you read that you could not put down?

RO2 Investment Principles and Risk . . . Just kidding, I like a bit of James Cook.

Food heaven and food hell… What are they to you?

Food heaven = chicken, salad…. and chips!
Food hell = anything smoked

Is there anything you’re embarrassingly bad at?

Racquet sports

What is one show you never, ever miss an episode of?

Strictly Come Dancing

Three things guaranteed to make your day better:

Walking my Dog, Doing a Good Deed and Dancing

What three items would you take with you to a desert island?

A Mirror (for attracting passing planes & boats)
Machete (very hard to make anything without one of those)
Magnifying Glass (to start a fire)


You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford


A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.



I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.



Everything is clearly explained and nothing is too much trouble for this professional and friendly team.



Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham


I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes


Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

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