Wealth Management Executive
Sue joined the Tait Walker Wealth Management team in December 2017. She brings a great deal of experience to the team having previously worked at HSBC for 18 years in a variety of roles including Regulated Financial Planner, Employee Benefits Manager, Mortgage Manager and branch banking services.
As a part the Wealth Management team at Tait Walker, Sue focuses on supporting our clients in achieving their financial plans. Sue’s qualifications include DipCII in Regulated Financial Planning, CEFA, CeMap and BA (Hons).