Our Director

Sue Stanyard, DipPFS, is our Director. Sue is known to many in the local community as she worked for a large bank in the area advising customers on their financial needs for over 28 years.

After being made redundant Sue decided to set up her own business to help the people of North West Leicestershire and the whole of the East Midlands with their financial arrangements.

Sue is passionate that her client’s hard earned assets are passed on to the right people when the time comes. This means making a Will and reviewing it at least every 5 years or when a life event occurs such as marriage, divorce, birth of children, grandchildren, buying a home and running a business.

Sue has taken Will instructions in the past while working for the bank so she understands how sensitive and emotive this is. Sue is a qualified member of the New Leaf Will Writers Federation.

She is married with two daughters. While having a busy career she has also helped her husband set up and run their haulage business so Sue fully understands the time pressures on families, never quite getting round to “Making a Will” even though you know you should.

 

Sue was extremely professional and courteous throughout the whole process. She ensured we knew exactly what our options were and gave us all the information we needed to make well informed decisions.

Mr W Churchill, Derby

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