Sue Williamson
Chartered Financial Planner
Starting her career in Financial Services in 1993, Sue became an independent financial adviser in 1998.
Sue became a Chartered Financial Planner in 2012 and joined our Aberdeen office in August 2015.
She is a Fellow of the Personal Finance Society and strives to help clients achieve their objectives, such as making the transition from working to retirement.
What do you like most about working at Acumen Financial Planning?
“Meeting clients. I like to think that the financial planning experience should be a pleasant one and that clients are better informed because of it.”
What has been your proudest career achievement to date?
“Achieving Chartered and Fellowship status of the Personal Finance Society (PFS) and Chartered Insurance Institute (CII). And joining Acumen Financial Planning.”
What’s the best advice you’ve ever received?
“Whilst working as a secretary/PA, I was told that I should consider a career in sales!”