Meet the team
Sue has a wealth of experience within the financial services sector.
She spent the first half of her career working within major insurance and pension companies and the latter half within financial advisory practices, in a variety of administration technical support and management roles.
For the last 12 years she has specialised in retirement planning, providing direct technical support to financial advisers and company directors, working alongside Dave Robinson for most of that time. She now fulfils a organisational and administration support role within the office.
Sue's broad knowledge and range of formal qualifications covers most areas of financial planning, but she is particularly strong in pension related matters. Sue holds Personal Finance Society Certificates in Financial Planning and Auto Enrolment PFS and various other Personal Finance Society Diploma level Certificates, and she is working towards the full Diploma in Financial Planning qualification.