Sue has 26 years experience in the financial services industry and initially worked for two insurance companies. Latterly she worked for an Independent Financial Adviser firm for 16 years.
Having joined the team at Christie Financial Planning in October 2013 Sue is responsible for compliance and managing the office.
In addition she provides support in maintaining our service proposition and core services to clients.
IFS Diploma for Financial Advisers (Dip FA) Level 4
Chartered Insurance Institute (CII)
Investment and Risk (CF2)
Pensions and Retirement Planning (R04)
Society of Trust and Estate Practitioners
Certificate for Financial Services – Trusts & Estate Planning