Sue has worked in financial services for over 30 years and has experience in both advisory and administration roles. Her career has encompassed roles in local Independent Financial Advisers (IFAs), Insurance Companies and as a Financial Adviser with NatWest Bank.
They say that money talks, but mine just waves goodbye.
– Jill Shalvis
Sue says “I have studied for various pension and investment exams over the years and have achieved the CII Diploma in Financial Planning and am now working toward obtaining Chartered Financial Planner status.”
Sue joined Pembroke in December 2012 and provides support for 3 IFAs. Her technical knowledge is a huge advantage and keeps her Advisers on their toes!
Outside of work, Sue is a mother to two boys and most of her spare time is spent as a ‘mum taxi’ and with family. Sue is a keen runner and has taken part in races of all distances ranging from 5k to marathons. She also enjoys swimming and cycling and has recently started competing in triathlons.
- 2012 to present: Pembroke Financial Services
- 2008 to 2012: Client Service Adviser with Spofforths Financial Planning
- 2005 to 2008: Financial Adviser with NatWest
- 2002 to 2004: Broker Consultant with Aegon
- 1987 to 2002: Administrative roles with insurance companies and local IFAs
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Friendly and efficient
I have always found Pembroke friendly and efficient.
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.