About us: our directors
Sue West
Sue West’s financial services career began in 1987, when she joined
a large insurance company as a financial services consultant. She went
on to gain experience in the independent financial advisor (IFA) sector
before joining Lambert Roper & Horsfield in 2000. She subsequently
became a director of LRH Wealth Management Limited in 2007.
She is qualified to diploma level with the Personal Finance Society (DipPFS) and has particular expertise in inheritance tax mitigation and pension planning and benefits. Sue specialises in working with high net worth individuals and people seeking advice on existing pension funds, or who wish to create pension funds to achieve security in later life, as well as clients seeking to protect assets for themselves and future generations of their family.
Sue says she finds the greatest satisfaction in identifying the individual needs and goals of each client and putting in place a plan to achieve these and to provide solutions to any financial concerns they may have. She also enjoys having regular contact with clients, through annual reviews, to ensure that plans remain on track to deliver the desired result.
To find out more about how we can help you, please contact us.
