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Sue Back

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Director & Financial Planner

I'm a Chartered Accountant turned Financial Planner with over 20 years of experience in professional services.

I'm a mum of two constantly juggling the demands of a busy professional career and family life. And I recognise the challenges of time and headspace when it comes to thinking about your finances.

 

I understand the desire to think about your future and the power of knowing that you have the ability and financial security to do something else with your life. And I understand the peace of mind that can come from knowing that you have your financial life under control.

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I don't believe that financial advice has to be complex or hugely expensive, and I don't believe in baffling you with jargon - keeping things simple has a lot to be said for it!

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I do believe that honesty is key and independence is critical - the ability to have open discussions, and to give you what you need, free of conflicts of interest. At FuturePath, we have the complete freedom to do things our way, so that we can focus on you, and what you need.

What I love

1.  Spending time with my family
2. Sunshine
3. Coastal Walks
4. Cornwall
5. Baking

6. Lists!

My profile

Married with 2 gorgeous daughters

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Volunteer Adviser at Citizens Advice

Based in St Albans, Hertfordshire

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Chartered Accountant turned Financial Planner

FuturePath Financial Planning

Fancy a chat?

Book a call with Sue today and start building your financial FuturePath.

Financial planning doesn't start with your money. We'll spend time talking about you, your aspirations, and what's keeping you awake at night, to figure out what you really need. We'll develop a financial plan that gives you peace of mind, confidence and clarity on your family's financial future. And you'll be supported by a professional that you can rely on.

 

Interested? If this sounds like what you need, let's chat (with no pressure or obligation) to see whether we can help you set off on your FuturePath.

FuturePath Financial Planning

01727 229224

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07546 738036

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Censeo House, 6 St Peter's Street, St Albans, AL1 3LF

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Please note that the Financial Conduct Authority (FCA) does not regulate some aspects of cash flow, estate or tax planning or trust advice.

FuturePath Financial Planning Limited is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Registered in England & Wales. Company Number: 14431764. Registered Office: Censeo House, 6 St Peter's Street, St Albans, AL1 3LF

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