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.
QualificationsQualifications
Qualifications
Sue in the spotlight
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.