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 Zoe has obtained below.

Qualifications

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?

Racket 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)

quote-icon

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

2020

quote-icon

We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

quote-icon

Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

quote-icon

Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

quote-icon

Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

quote-icon

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.

Client

October 2020

quote-icon

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

Client

October 2020

quote-icon

During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

quote-icon

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

Client

October 2020

quote-icon

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

December 2016

quote-icon

Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

quote-icon

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

Carol Innes

July 2020

quote-icon

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

Get in touch

Use our message facility to contact us directly and one of our friendly team will answer your enquiry.

    Top