Areas of expertise
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.
- Lifetime allowance planning on divorce resulting in significant tax savings.
- Holistic financial planning, giving families the confidence to pass on wealth inter-generationally.
- Commercial property acquisition through self-invested personal pensions (SIPPS) to safeguard the continuity of a family business.
Chartered Financial Planner and an Affiliate Member of Resolution.