- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
Sue Tucker.
Sue graduated from Portsmouth University with a degree in Economics in 1991. In 1997 she completed the Chartered Insurance Institute’s (C.I.I.) Financial Planning Certificate and went on to pass the Institute of Investment Management and Research (I.I.M.R) Investment Management Certificate in 1999. More recently she has completed the Advanced Financial Planning Certificate papers in Tax and Trusts.
Sue worked for Ernst & Young Financial Management before joining The Legal Brokerage in January 2006 as Head of Resources. She leads the Research Department heading the Wealth Management team
In her spare time Sue enjoys many sports including skiing and also attending music concerts.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Jessica Smith-Burrows Senior Research Analyst
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Stephen Dockree Financial Planner
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst