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Sue Sams

Senior Financial Planner

About Sue

Sue brings over 23 years of experience in financial services and has been a qualified Financial Planner since 2011. She specialises in helping clients across the East Midlands develop tailored strategies to meet their long-term financial goals.

With a particular focus on later-life planning, Sue supports clients through important decisions around retirement, care planning, and managing wealth to maintain the lifestyle they want. Her thoughtful and empathetic approach ensures clients feel confident and well-prepared for the future.

Qualifications

DipPFS (Diploma in Financial Planning)
This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
Level 3 Award in Long Term Care Insurance
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Level 3 Certificate in Financial Planning and Lifetime Mortgage Activities
This caters for the regulatory examination needs of anyone who advises on investments, standard mortgages and lifetime mortgage products. Its availability reflects the growing importance of equity release in the UK financial planning market and the requirement for advisers to hold an appropriate exam.
Cert CII (MP) (Certificate in Mortgage Advice)
The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
CF8 (Certificate in Financial Planning and Long-Term Care Insurance)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
Cert CII (ER) (Certificate in Equity Release)
The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
CertCII (Life and Pensions) Certificate in Financial Planning (Life & Pensions route)
The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
FPC (Financial Planning Certificate)
A recognition offered by the Chartered Insurance Institute in the United Kingdom. Individuals who hold this qualification have satisfied coursework and testing requirements set by the organisation.

Specialises in

Later-life planning
Retirement planning
Estate planning
Working with individuals, attorneys and trustees
Care Planning

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