Sue started her career in financial services in 1985, when she joined NatWest Bank and enjoyed a varied career there covering all roles and departments throughout her 12 years’ service. From thereon in she looked for more challenging roles and worked for companies such as Pearl Assurance as Branch Manager, Alliance & Leicester Mortgages and Inter-Alliance IFAs as Office Manager. She then joined True Bearing Chartered Financial Planners when it was established.
Sue has a dual role. She is Office Supervisor which involves the day-to-day staffing issues, regulations and recruitment, and also Senior Adviser Assistant to provide administration and assistance to one of our Senior Associate Directors.
She has a wealth of experience both in administration and financial services. Her role brings together both knowledge and ability to see the ‘bigger picture’, brings solutions and undertake projects for the business.
Sue has worked hard to achieve her Cert PFS qualifications and has been undertaking NVQs to further underpin her skills and knowledge to assist with her management role.
She has three children, a University student and 2 teenagers which keep her busy. She enjoys the sunshine and hot weather and regularly takes holidays in Egypt. The children keep her busy and we enjoy eating out and cooking. I’m also a regular at my local gym and undertake classes. weekly to keep fit and have a dog which I walk twice a day.