What matters most to our team both at work and in personal time:
Professionally – I take pride in delivering my work to a high standard and that I can achieve this by working closely with the other amazing people in the team. Being the first point of contact for clients whether by phone, email or face to face is very important and I want to give a good first impression and always with a friendly smile.
Personally – my family, friends, health and fitness are important to me. Also, making the time for leisure and relaxation and having an appreciation for both the big and the small moments in my life.
My experience
I have been working in the wealth management industry for over 10 years, and enjoy meeting and interacting with our clients in an approachable, friendly and professional manner.
Email: sue@mmwealth.co.uk
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
