Associate Director Bristol +44 (0)117 376 2016
Holistic financial planning; pension advice; financial planning on divorce; long-term care; estate planning.
Sue has been advising private clients and trusts on all aspects of their financial planning for over 25 years. She is qualified to advise about pension transfers and has a particular interest in lifetime allowance and annual allowance-related matters.
Sue is also experienced in providing advice on the financial aspects of divorce, working closely with other professional advisers in this area.
Chartered Financial Planner and an Affiliate Member of Resolution.