Who we are

Sue Wilson

Sue Wilson

Chartered Financial Planner

01454 416653

At work

Sue has worked in financial planning since the nineties. She initially worked in the investment team of a private bank, then joined a local independent Financial Planner to provide technical analysis and financial planning.

Sue’s areas of expertise include pensions, investments and inheritance tax planning. She specialises in working with people who are transitioning into retirement.

At home

Sue enjoys yoga and boxing classes, hiking with friends and spending time with her children.

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Sue’s entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Sue’s.

Sue in the spotlight

Qualifications & accreditations

Advanced Diploma in Financial Planning, Diploma in Financial Planning, Certificate in Financial Planning, Certificate in Equity Release, Certificate in Life & Pensions, CISI President’s Award For Outstanding Success