Susan joined True Bearing in 2010, and within four years of making consistent positive impacts within the firm, she was appointed as Managing Director in 2014.
She has been a manager and leader for more than two decades across her impressive career, and all of these roles have focussed on the financial services sector; an industry in which Susan is highly qualified, naturally fluent and enjoys immensely. She has experience of creating, developing and leading multi-functional teams and demonstrates a proven track record of consistently delivering the best possible outcomes.
Showing an immense amount of empathy and understanding for the staff of True Bearing, Susan possesses qualities that are essential to manage True Bearing as its reputation grows, and to lead the organisation as it evolves. One of her first major tasks upon joining the firm was to lead on the Investors in People process, where she helped the firm attain the GOLD standard accreditation, making them one of the first IFAs in the UK to achieve such a coveted award.
Susan has demonstrated a working history of sound strategic decision making at a senior level, and represents True Bearing at Board directorship. She is skilled in implementing strategic change, and specialises in the training and development of all those under her direct and indirect leadership. In recognising that she could influence the quality of staff at all levels, Susan even introduced True Bearing’s successful graduate and apprenticeship programmes, with both showing strong elements of creating clear pathways of career development within the organisation, in order to live up to its mission of combining good advice with good service. With keen analytical skills, Susan constantly strives to exceed targets and to deliver best practice across the firm for the benefit of all stakeholders.
Holding such Board level responsibilities for both finance and people management, Susan has proved her true intuitive understanding of boardroom dynamics, and whilst this strategic role will always be a focus for her, she has also been keen to oversee the development of the True Bearing Charity Committee which she founded in 2014 in order to challenge herself and our whole team to raise funds for worthwhile causes.
A firm believer in leading by example, Susan worked towards achieving CMI Chartered Manager status in 2016. She is passionate about her role and has a level of determination and enthusiasm for development that is contagious.