Sue achieved her Chartered status in 2014. She has been employed in financial services for over 25 years, working for Scottish Widows’, Standard Life and two Independent Financial Adviser firms, before working closely with Accumulate Wealth Management Ltd in May 2014 on a freelance basis.
Sue undertakes a variety of roles associated with the management of Accumulate Wealth Management Ltd.’s clients. These roles include such things as research, report writing as well as a range of administrative tasks to help ensure the smooth running of client accounts.
Sue lives Histon, near Cambridge, with her husband along with several rescue rabbits and chickens. She has numerous pastimes, most notably her active membership of the Cambridge Cycling Club where she is Club Runs Captain and Social Secretary. She also enjoys playing classical piano and guitar, gardening and reading.
Chris is Diploma qualified and has been in the Financial Services industry for over 30 years. He worked for a number of Building Societies and large Insurers before venturing in to the world of self employment in 2012, setting up as a freelance paraplanner.
His work with Accumulate Wealth Management Limited includes research, report writing and a range of administrative tasks to help the smooth running of the business.
Married with two grown up daughters Chris enjoys the outdoor life and away from work his interests include sport (watching and participating), foreign travel and growing organic vegetables.
Andy Stratton has worked in the financial services industry since 1984. This includes 9 years with Friends Provident, almost 20 years as a senior adviser and director at an IFA business in Norwich and a further 2 years at another IFA firm. In 2015, Andy took the decision to change direction and to work on a freelance basis, using his knowledge and experience to provide paraplanning services to financial advisers. This includes research, report writing and assistance with reviewing clients’ portfolios and requirements. Andy is an Associate of the Chartered Insurance Institute and holds the Diploma from the Personal Finance Society.
Married with two children, both now at university, in his spare time he likes to follow the fortunes (and misfortunes) of Norwich City Football Club. He is also a keen runner, enjoys music, particularly live shows and is learning to play the guitar.