Tom Birtles

ADVISER PROFILE

Sue Zanzarella

Role: Independent Financial Adviser
Location: Lancaster and North Preston
Qualifications: DipPFS & MLIBF Certificate Long Term Care & Later Life Planning

Sue can help you with…

Financial Advice in Divorce Proceedings, Trusts & Estate Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Advice for clients in Later Life & Protection Insurance.

 
Sue particular enjoys meeting clients and getting to know what is important to them. She works with a wide range of clients and has vast experience in helping clients who are going through a divorce, often being involved via solicitor contacts prior to the court order being granted, then working with these clients over the long-term to build confidence in managing their finances.
 
Utilising her knowledge, she has become a respected source of advice in Lancashire and beyond.
 
Outside of work…

Sue likes spending time with her partner Jonathan and her two children Jamie & Lauren.
 
She plays netball and volleyball, having been involved at Garstang Volleyball Club previously as coach and treasurer!
Having an adventurous outlook, Sue loves meeting friends, enjoys spicy food and has a bucket list of city breaks in Europe she’s ticking off continually!

SUE’S CONTACT DETAILS

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