Sue has considerable experience in financial services, having worked for Friends Provident on the Personal Pensions Review and then becoming an accountant with Friends Provident, later moving to the independent sector to become an independent financial adviser (IFA).

Prior to setting up Rose IFA Ltd, Sue was an IFA and Director of one of the larger independent financial adviser firms in the South West.

Rose IFA Ltd is directly regulated by the Financial Services Authority (FSA). Registered number 469015. Sue is a member of the Personal Finance Society – Dip PFS, Cert CII(MP&ER).

Advice is offered on Investments, and Savings, Pensions, Life Assurance, Income Protection, Long Term Care, and Mortgages, including Equity Release.

Planning for Income In Retirement and Inheritance Tax Planning are important areas for advice. Initial discussions are without charge or obligation. Remuneration can be either based on commission, fees or a combination of the two.

In our constantly changing world it is important to keep up to date and financial planning is no exception.