Sue Thompson

Accounting & Finance Manager

As one of our Client Relationship Managers, Sue takes care of our internal processes and procedures to ensure everything is running as smoothly as possible.

Sue looks after our back-office systems, inputting client information and ensuring everything is up to date. She also manages fee payments and the design of our internal documentation.

Outside work, Sue loves to spend time with her daughter and meet up with friends for dinner. Her hobbies include gardening, reading and sewing.

She’s also particularly adept at making home furnishings, and often crafts curtains, roman blinds and cushions.

Contact details

Lincoln office

Client Support Hub, 15 Beaumont Fee, Lincoln, LN1 1UH

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Head of Life Planning &
Financial Life Planner

Ian Kemp

Financial Life Planner

Teresa Ball

Practice Manager

David Bostock

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Lauren Oakley

Client Relationship Manager

Nader El Harake

Client Relationship Manager

Jordan Reid

Financial Planner

Beth Evans

Operational Support Administrator

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