Sue helps clients and their advisers with Trusts, Escrow, Estate Planning and Philanthropy.
Sue has worked in the financial services industry for over 30 years specialising in onshore trust structuring for HNW individuals. She has gained extensive experience in administering, managing and facilitating the creation of fiduciary structures for private clients. Her work with intermediaries has given her vast experience of assisting clients as part of a multidisciplinary team of trusted advisers.
An area of specialism for Sue is Philanthropy and Charitable Foundations and she spent several years managing active grant making foundations and advising clients on their creation. Sue held a number of leadership positions within Barclays Wealth leading client facing teams before joining ZEDRA. As a Trust Director at ZEDRA, she continues to focus on trust & corporate structuring as well as handling client relationships and managing new business introductions and business development.
Sue is a member of STEP and holds the Society’s Diploma in Trusts and Estates – England & Wales.