Sue keeps us all on the right track. She thrives on getting to know each individual member of the team and support them with their role. Although her role is varied, Sue focusses primarily on compliance and training for the whole team.
Working with representatives from The Openwork Partnership and guidance from the Financial Conduct Authority, she is a vital part of how 2mtrust ensure they deliver appropriate, fair and suitable advice to clients - as well as making sure all compliance regulations are met and followed by the Advisers, Paraplanners and the rest of the Support Team too.
If we had to describe Sue in one word it would be "compliance!"