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.