Sue's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Hertfordshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I DIY lots of the aspects of my financial affairs. I wanted an unbiased outside view on everything I did, so that any deficiencies and gaps could be identified, and areas that neglected/did not pay any attention to would be spruced up and imroved.
How has Sue Back helped you?
I got exactly what I wanted. After initial fact gathering and a couple of conversations, I got an extensive (80+ pages) report which covered all aspects of my financial affairs and contained recommendations for future improvements/
Have you seen the outcome you were hoping for?
Yes
Sue:
Dear Dmytro - many thanks for taking the time to leave this very positive review. I am very pleased that you are happy with the outcomes of our latest financial review process. I always enjoy our thoughtful discussions, and hope that this gives you the confidence and knowledge you need to consider your plans for early retirement. In particular, the cashflow modelling scenarios that we considered provided a very powerful illustration of what it might take to "break" your plans - which is always useful to consider. I look forward to continuing to support you as your plans progress. Best wishes, SueFirst impression
by a VouchedFor user
14 days ago
Overall
Please provide a brief comment about your experience with Sue
First impressions with Sue were great, a really approachable friendly person who made me feel at ease and explained everything in way that made me feel more in control of my finances and how to proceed moving forward . Clear goals in mind now! Would highly recommend Sue ! Thank you
Sue:
Dear Andrea - thank you for your very kind words. I am so pleased that you found our discussion helpful, and it's great to hear that the points we discussed helped you to understand the potential options open to you, and enabled you to feel more in control. As we discussed, these options can often feel like a decision between "jam today" and "jam tomorrow" (!) but it is also possible to navigate a middle path, once you understand the options available, the pros and cons, and can think about how they can apply to your own circumstances. As an owner of a limited company, you have a particular opportunity to focus on your pension arrangements as a very tax-efficient way of extracting "future remuneration" from your business, and I would be delighted to work with you and your accountant on setting up a suitable arrangement for you. I look forward to speaking again soon, and many thanks again for taking the time to leave this review.First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Sue
I can highly recommend Sue’s advice. Although we identified early in our discussion that we unfortunately won’t be able to work together due to my current fiscal residence being in the Irish Republic, she nonetheless listened carefully to my current concerns and was able to give me some pragmatic guidance which has enabled me to identify prioritised next steps to take. Sue’s ability to talk finance complexities in layman’s terms is incredibly helpful. I’d highly recommend anyone thinking that now is the time to give their financial health the attention it deserves to reach out to her.
Sue:
Dear Jill, thank you so much for taking the time to leave this very kind review - it is much appreciated! I too am sorry not to have the opportunity to work with you, but as we discussed, given the cross-border complexities of your situation, it's really important that you obtain appropriate, specialist international tax and financial planning advice to ensure that all aspects of your situation are considered, especially given your potential relocation in the future. I am really pleased that you found our discussion helpful and that this was able to point you in the right direction and give you some food for thought. And it's great to know that you found my explanations helpful - I strongly believe that part of my role is to simplify jargon and concept, rather than add mystery and complexity! I wish you all the very best in the future and thank you again for your very kind words.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sue
Sue has been very clear, communicative and flexible which has been really helpful for us. She’s explained our options comprehensively and answered all our follow up questions. We are looking forward to working with Sue.
Sue:
Hi Alice, thank you very much for taking the time to provide this lovely feedback, it is much appreciated. It's really important to me that you feel very comfortable from the outset and I am always happy to take as much time as is needed to talk things through. And I'm always happy to be as flexible as possible as I am very familiar with the need to juggle young children and work! You're already in a great position but inevitably there's always a lot to think about with a young family, and I am sure that you will gain real peace of mind from knowing that you have a clear financial strategy in place and understanding the options open to you. I am delighted to be working with you both, and am looking forward to our next conversation and starting to dig into the details!Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help to plan for my retirement.
How has Sue Back helped you?
Sue has been amazing! She has given me the reassurance and confidence to move positively towards retirement. I have really valued her patient, person centered and empowering approach. Sue really took the time to make sure I understood my options and in the process I have learnt so much about how to make the most of my money to support what is important to me.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I have no suggestions for improvement. I’m very satisfied.
Sue:
Hello Mandy and thank you for leaving this wonderful review - I am truly touched. Over the course of our meetings so far it has been brilliant to see you moving from a situation of nervousness and uncertainty to feeling reassured and empowered to move forward with confidence - I'm proud to be a part of that! I feel passionately that part of my role is to ensure that my clients fully understand and feel in control of their situation, as I believe that this is critical to creating "financial wellbeing". It has been a pleasure to support you on your path to retirement so far and I am really looking forward to working with you as you "take the leap" into retirement and all the adventures that will hold (especially as we've established your ability to spend more than you originally thought!!). Best wishes, Sue