Sue Gill

Experience

• 

  Lloyds Banking Group

  Aug 1986 - Apr 2014

  Mortgage and Protection Advisor CeMAP

  Having worked in all roles within the bank, I progressed to being a Mortgage Advisor in 1999. I have worked in numerous branches in Devon and in that time worked in the commercial department.

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  The Mortgage Shop (Exeter) Limited

  Apr 2014 - Apr 2021

  Mortgage, Equity Release and Protection Advisor CeMAP CeRER

  The Mortgage Shop is an independent Broker based in Newton Abbot

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  Avocet Wealth Partnership

  Apr 2021 - now

  Mortgage, Equity Release & Protection Adviser CeMAP CeRER

  Avocet Wealth Partnership (previously known as Ian Crook Wealth Management Ltd) is an Exmouth based financial advisory business, and we're embarking on an exciting new phase of our journey in 2021 with our new partnership, office and brand. Securing your future, for yourself, your family or your business is one of the most important steps you will ever take. Careful planning alone is not enough. Unless the plans are acted upon and reviewed regularly, changes in your circumstances, or the effects of inflation, may erode their value.Therefore, our experience, expertise and qualifications mean that we have extensive knowledge of a wide range of financial sectors, including: - Investment Planning- Retirement planning- Inheritance Tax planning- Life assurance and protection- Later Life Planning- Mortgage Planning- Lifetime Mortgage/ Equity Release Planning *Your home may be repossessed if you do not keep up repayments on our mortgage.*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. Show less