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Company Secretary

Sue’s role is wide and varied, from ensuring the team are fully engaged, and happy in their work environment, to being jointly responsible with Stuart for business strategy and direction.

Get to know Sue

What’s your proudest moment so far in your financial services career?

“Our continuing recognition as one of the UK’s leading financial service practices.”

What do you enjoy most about your work?

“Working with the team and knowing that the great work we do changes clients lives.”

Why is financial planning so important?

“It gives people confidence to live their life to their absolute potential, safe in the knowledge that their choices will not derail their finances.”

Full English or Continental?

“Full English.”

Summer or winter?


Countryside or seaside?


Fiction or non-fiction?


The Beatles or The Stones?


Savory or sweet?


Sunrise or sunset?