Sue Porter Cert CII (FS)

Office & Client Relationship Manager

Meet Sue

Sue is the very definition of a ‘people person’. Easy to talk to, she is ideally placed to liaise with existing and new clients on all matters of their financial planning administration. And sometimes, clients will just phone her for a chat! Before joining Talking Finances in 2017, Sue worked in education where her natural instincts for team work and treating everyone equally were brought to the fore. When she is not keeping Talking Finances’ clients happy, Sue is most likely enjoying time spent with family or with her nose in a good historical novel.


Sue is a certified Mental Health First Aider.

What do you enjoy most about your job?

The feeling of satisfaction from supporting and helping whether it be clients or the team.