Sue has a long experience in dealing with the needs of later life clients reflected in her membership of the Society of Later Life Advisers and her expertise in areas such as pensions, equity release and long-term care costs.
As well as being an early adopter of comprehensive Financial Planning in the UK, Sue also understands the financial complexity and challenges that can occur as we age. She is also very well aware of the issues that arise as we taken on the responsibility of caring for our parents. To go with her technical expertise, Sue is also a great communicator and quickly builds a high level of trust with all her clients who recognise that she acts in their best interests.
Sue is an accredited member of SOLLA (Society of Later Life Advisers), holds the Level 4 Diploma for Financial Advisers, G10 Taxation & Trusts, AF3 Pension Planning (Final Salary Transfers), Long-term Care, Equity Release & Home Reversion qualifications.
“Sue is like James Bond! Licensed to do just about anything.”
Transferring out of a Final Salary scheme is unlikely to be in the best interest of most people.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.