Sue Eadon-Butler
Senior Financial Planner

Expertise

Sue has 25 years experience in the financial services industry including 10 years as a Financial Planner. Her progression from a "quotes" girl, to administrator to paraplanner to consultant has enabled her to put the clients first in everything she does and provide advice in a compliant manner. One of her particular strengths is presenting to small or large groups and educating clients in an easy to understand friendly manner.

Sue provides friendly, tailor made, high quality, personal and holistic financial planning to private clients, trustees and employers.  Building relationships and treating the customer fairly is key and the majority of her clients are long-standing. She also receives referrals from existing clients, friends, professional connections and ex-colleagues.

Professional Qualifications

Advanced Financial Planning Certificate, qualified in:

  • Investment & Risk
  • Pensions
  • Retirement Income Options
  • Long Term Care
  • Taxation and Trusts

Personal

Sue has two children, so weekends are spent between football matches and gymnastic classes. She likes to watch ice hockey where possible and she is an off-ice game official for her local team.

Sue is also the secretary of the Bearsted Scout Association and a member of her local school’s e-safety steering committee helping to build guidelines to keep young people safe when using the internet.

Get in touch



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