Experienced Mortgage and Protection Adviser, Susie Leek has joined our team of financial advisers who provide financial advice in Lichfield and across the Midlands.
Susie brings a wealth of experience and knowledge with her, having worked at HSBC for many years in the role of Mortgage & Protection Manager. Susie made the decision to join Four Oaks Financial Services owing to the behind-the-scenes support provided by our paraplanning, administration and client liaison teams.
Susie said “I decided to join Four Oaks because I really feel I will be getting my work/life balance back on track. Four Oaks has streamlined procedures and they have got the right people in the right jobs. With the support provided by my new colleagues I can focus on what I am good at, which is giving mortgage advice and making sure my clients have the right level of protection to safeguard what is most precious to them.”
For the next 18 months or so Susie is going to concentrate on mortgages and financial protection but is keen to add to her qualifications in the future so she can give financial advice in other areas, such as Pensions.
Outside of work Susie adores spending time with her young daughter and enjoys music; even managing to get to a couple of festivals this year. Welcome to the team Susie!