We are delighted to announce that Sue Cassar has joined our team as a Protection Adviser. Sue has worked in the Financial Services sector for many years. She has a background in financial education and was a regional manager at the Financial Conduct Authority formally known at the Financial Services Authority and the Money Advice Service, now the Money and Pensions Service. In this role Sue worked with FTSE 250 businesses and Councils and third sector organisations across the Midlands.
Sue had looked at becoming an Adviser some time ago, but did not find a firm that shared her values and ethics. Hearing that we had an opportunity for an Adviser, and knowing us by reputation, she met with MD Martin Ward and we are very pleased that she has joined us.
“I decided to join the team at Four Oaks Financial Services because of the flexibility and support that is on offer to Advisers and because of the way they work with clients.” Says Sue “My colleagues share the belief that financial services is not about selling products, it’s about the person we are helping, and what they want to achieve. As a Protection Adviser I am working with clients who want to protect the thing that is most important in the world, their families.”
In her spare time Sue keeps fit line dancing, and her claim to fame is that her uncle was a member of The Shadows before they got famous. Apparently, it was her Grandma’s opinion that there was no future in the band for him! Welcome to our team Sue!
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