0177 293 7317
Based in Preston
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Sue and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Sue and/or the firm they work for (or are appointed representatives of) are currently pending
22
Recent Client Reviews
Sue has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sue has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Sue has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Sue has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sue has not yet added their fees to their profile
Fees not yet added
Sue has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Sue and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Sue and/or the firm they work for (or are appointed representatives of) are currently pending
22
Recent Client Reviews
Sue has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sue has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Sue has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Sue has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sue has not yet added their fees to their profile
Fees not yet added
Sue has not yet added their fees to their profile
Sue is based in Preston at Charter Financial Planning which became part of One Four Nine Group in October 2021. Having always worked in the finance industry, Sue has exceptional experience, working originally as an office manager then gradually getting more involved with clients leading her to take the plunge into advising. She achieved her Diploma in 2018 and has since completed a qualification in Long Term Care. Sue believes the key to a robust financial plan is understanding each person’s individual circumstances to make sure a financial plan meets their objectives. A specialist in divorces, Sue is able to provide clear financial advice during what can be a very difficult time, helping to rebuild a person’s confidence in their ability to deal with their own finances. In her spare time, Sue enjoys walking in the Lake District with her partner and still plays an occasional game of volleyball, having previously been very involved with her local club.
Offers available through VouchedFor
Contact Sue through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sue's clients
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