Sue Beck

client service adviser

Spofforths Financial Planning Limited

Telephone: 01903 743 856
Fax: 01903 744 508
E-mail: suebeck@spofforths.co.uk
Address: 18 Old Mill Square, Storrington, West Sussex, RH20 4NQ

Sue's main role is to review our existing client portfolios to ensure that they remain in line with their objectives and approach to investment risk, taking into account their ongoing suitability and considering the changing economic environment. Sue works alongside our Chartered Financial Planners and holds the Diploma in Financial Planning. She joined Spofforths in 2008 having previously worked in the banking and insurance sectors of the financial planning industry for 20 years.

Principal Areas of Practice and Experience:

- Retirement Planning
- Investment portfolios
- Company and Individual Protection
- Inheritance tax planning