Sue Halliday FCA TEP Chartered FCSI - Associate Director
Sue is both a Chartered Accountant, having qualified with PWC in Leeds, and a Chartered Fellow of the CISI. She specialises in providing discretionary investment advice to individuals, families, pension funds and charitable organisations.
Sue is also a qualified Trust & Estates Practitioner (TEP) and has been a committee member for STEP Yorkshire (Society of Trust & Estate Practitioners) for many years and is a former chair of the committee.
Sue's broad professional training gives her the experience and knowledge required to advise families, individuals and trustees in connection with their investment matters.