Sue joined the team at Capel Court in August 2011, having formerly worked in a variety of administrative roles within the financial services industry. Sue’s primary role is in providing Reception and Customer Services Support, which she excels at, as well as giving financial planning administrative support to the firm’s advisers. In addition to her prime role, Sue also manages the Probate, Stock Transfer and Execution-Only Share Dealing services we undertake for legal, accountancy and other professional firms.
Sue has a breadth of knowledge and experience within financial services, having successfully obtained the Financial Planning Certificate from the Chartered Insurance Institute (CII) and is able to assist clients with any queries or concerns of a non-advisory nature.
When not at work, Sue enjoys spending time with her family and friends, setting the pace on the walking machine at the local gym or simply relaxing with a good crime novel and a glass of wine.