Sue holds the Diploma in Investment Planning (DipIP) and has been awarded Professional Financial Adviser status by the Chartered Institute of Bankers in Scotland (CIOBS). She has been a financial adviser for over 35 years, having dedicated the past decade to working with Business Professionals and their families. Sue is also a qualified in will writing and estate planning. Professional memberships include The Personal Finance Society, Chartered Institute of Bankers and Chartered Insurance Institute.
Sue offers holistic advice in support of each individual or business, planning investments and harnessing wealth while also putting in place measures to protect families and staff. Sue is also very knowledgeable in providing exit strategies for professionals looking to retire and also for those looking to expand business and financial assets.
In her spare time, Sue enjoys exercising at the gym, reading, walking and spending weekends with the family
Adam holds the Diploma for Financial Adviser (DipFA) and has been awarded professional status by the Institute of Financial Services (IFS). Adam has been an independent financial adviser for many years and acts as managing director of the company.
Adam offers holistic advice to individuals and businesses, specialising in investments, pension planning and tax-efficiency strategies. Adam is very proficient at overall investment planning and portfolio diversification and can help you harness your investments to the best of their capability.
In his spare time, Adam enjoys live music, playing golf and watching the Cherries at Dean Court.
With over 30 years in financial services and 20 of these years offering private client advice Martin fronts the paraplanning and technical support of FTA Financial & Wealth Management. He has a vast amount of experience in a variety of areas, having worked in a range of financial service roles throughout his career. Martin’s background is in paraplanning, financial planning, portfolio management, and compliance.
Martin assists the advisers and clients with technical support and research for advice. He has multiple qualifications, including the Diploma in Financial Planning, therefore helping the company excel in the quality of advice given. Martin also acts as a valuable client contact and point of contact for queries and assistance.
In his spare time, Martin likes training at the gym and spending time with his family.
Christine runs the Protection Department at FTA Financial & Wealth Management, helping arrange and service all types of personal and business protection. Christine has worked in financial services for 20 years, having specialised in protection for the last 12 years, and is an integral part of the team.
Christine’s knowledge and experience helps healthcare professionals arrange suitable, cost-efficient and effective cover promptly, which is especially beneficial to clients who are on tight timescales.
In her spare time Christine enjoys reading, horse riding, and teaching children to horse ride.
Julie helps Christine run the Protection Department at FTA Financial & Wealth Management, helping arrange and service all type of personal and business protection. Julie has worked within financial services for 17 years, having advised and worked within personal and commercial insurance.
In her spare time Julie spends her time with her husband and 2 young daughters and loves to cook.