Qualifications
Professionally
Sue has worked in financial services for more than 35 years, advising clients across all areas of financial planning. She is a member of the London Institute of Banking and Finance and the Chartered Insurance Institute.
Sue began her career as a mortgage adviser at Halifax Building Society and quickly became one of their first independent advisers. Her journey then led her into management, culminating in a national role at Lloyds Banking Group, where she was responsible for adviser recruitment, competence, and regulatory compliance.
Sue is passionate about helping her clients make well-informed decisions, offering clear and transparent advice along the way. She believes that taking the time to fully understand her clients’ needs allows them to make decisions that are thoughtful and right for their circumstances.
Personally
Sue is married to Paul, and outside of work, their three children and two dogs keep her on her toes! She stays active by hitting the gym (when she can!), swimming, and has recently started Pilates.
Sue also has a special fondness for Portugal, and whenever she gets the chance, she enjoys a relaxing getaway where the sun and the refreshing Atlantic Ocean offer a perfect escape.