Sue has been Practice Manager since May 2013, bringing valuable experience gained in her previous role as Legal Secretary. Sue has over 20 years experience for this type of role. Sue is responsible for managing the office, co-ordinating the team, providing our clients with a high level of personal service.
Vikki has extensive experience in financial services and prides herself in being extremely methodical in everything that she does. Vikkiís expertise is in dealing with larger, more complicated cases.
As a Paraplanner, Vikki completes a number of the non-client facing tasks involved in preparing and administering Financial Plans or Reports.
Vicki works part time within the company and is an essential part of the team, setting up appointments/reviews for our clients as well as dealing with day to day admin tasks. Vickiís previous experience in efficiently dealing with clients face to face or over the telephone means that she is ideally suited for this role.
Shemeem joined the team in November 2015 as a Paraplanner working alongside John and Sue Sherlock.
In her current position she supports and assists John with researching their bespoke technical solutions that meet individual and collective clientís financial needs. Her role involves report writing, investment and pension analysis and providing supporting evidence for consideration by clients.
Shemeem is a talented, hardworking and determined individual who has over 18 years of financial services industry experience and is fully Diploma qualified. Having worked in Retail banking for 13 years she has expert knowledge in every aspect of financial planning which enables her to provide the required professional support.
In her spare time Shemeem enjoys spending time with her two cats Ginger and Koshker, watching movies and eating out.