Financial Planning Administrator & Receptionist

Sue joined the team here at Capel Court in August 2011. Her main function is to provide financial planning administrative support to Robert, Matthew and Graham, in addition to receptionist duties such as answering the telephone and meeting and greeting people upon their arrival to the office.
Having worked in a variety of administrative roles within the financial services sector for the last 15 years, Sue has successfully obtained the full Financial Planning Certificate from the Chartered Insurance Institute (CII), and when not working, enjoys reading crime novels and spending time with friends and family.


