Sue holds the Diploma in Investment Planning (DipIP) and has been awarded Professional Financial Adviser status by the Chartered Institute of Bankers in Scotland (CIOBS). She has been a financial adviser for over 35 years, having dedicated the past decade to working with Business Professionals and their families. Sue is also a qualified Will Writer. Professional memberships include The Personal Finance Society, Chartered Institute of Bankers, Chartered Insurance Institute and the Society of Will Writers.
Sue offers holistic advice in support of each individual or business, planning investments and harnessing wealth while also putting in place measures to protect families and staff. Sue is also very knowledgeable in providing exit strategies for professionals looking to retire and also for those looking to expand business and financial assets.
In her spare time, Sue enjoys exercising at the gym, reading, walking and spending weekends with the family.
Adam holds the Diploma for Financial Adviser (DipFA) and has been awarded professional status by the Institute of Financial Services (IFS). Adam has been an independent financial adviser for 3 years, having worked in the financial services as a technical consultant and paraplanner previously.
Adam offers holistic advice to individuals and businesses, specialising in investments, pension planning and tax-efficiency strategies. Adam is very proficient at overall investment planning and portfolio diversification and can help you harness your investments to the best of their capability.
In his spare time, Adam enjoys live music, playing golf and watching the Cherries at Dean Court.