| Name: | Sue Regan | |
| Phone: | +33 (0)4 67 24 90 95 | |
| Mobile: | +33 (0)6 89 20 32 47 | |
| E-mail: | sue.regan@spectrum-ifa.com | |
| Expat since: | 2007 | |
| Specialist areas: | Financial Planning | |
| Family: | Lives in the department of Hérault, with her husband and their cat, Alfie, who definitely rules the roost. | |
| Hobbies: | Cycling, walking, cooking. |
Sue has almost 30 years experience in the financial services industry working in insurance companies, consultancy, advisory practices and the personal financial planning department of PricewaterhouseCoopers in Manchester. She holds the Advanced Financial Planning Certificate. Sue played an integral role in the establishment of a breakaway IFA practice in Manchester which became a very successful and thriving business offering holistic financial advice to mainly high net worth individuals, many of whom followed from PricewaterhouseCoopers
Sue and her husband made the permanent move to France in 2007 and shortly afterwards established a business providing assistance to ex-pat property owners in the management of their rentals and property maintenance. Sue returned to financial services as an Adviser with Spectrum in 2016.
Professional qualifications:
- 1992 Securities & Futures Authority Registered Representative Certificate
- 1993 Financial Planning Certificate Parts I,II and III
- 2000 Advanced Financial Planning Certificate – G10, G20 and G70
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