Meet the team
Veritas are pleased to benefit from Compliance Audit and Paraplanning & Research through our wider team at our Chartered advice network, L J Financial Planning Ltd .
Our Director Sue Swain has been advising clients for almost 30 years, building trusted long term client relationships. She is an avid reader and loves all things involving nature & gardening, long walks with the dogs and spending time with her family and friends. The only “sport” she is interested in is horse racing or walking through beautiful landscapes!
Sue’s life experience has given her a true insight into the situations many clients can face and previously chose to be an Associate of the Society of Later Life Advisers (SOLLA), obtaining specialised qualifications. She strongly believes in a sensible balance between work and family life and has undertaken to enjoy a fund raising “adventure” of some sort every year (see the charity page)!
Sue recently became an extremely proud grandmother of a beautiful grandson and is looking forward to taking him on more gentle adventures in her motorhome.
Financial Services Support
t: 01772 935040
Rebecca is organised & energetic by nature, being a proud mother of five and heading the Parent Teacher Association as well running a playgroup for preschoolers and being involved in church activities. She has experience in debt management and the care industry, and has provided essential support for us over the years, allowing Sue to spend more time with clients whilst she keeps the ship running!
Rebecca has recently gained an allotment and enjoys producing mounds of vegetables with the help of her family. When she gets a moment to herself Rebecca is also an avid reader and is currently studying for her financial services qualifications.
t: 01772 935040
Becky is the newest member of the team at Preston. She is full of enthusiasm for financial services having learnt and witnessed how beneficial it can be for our clients. Becky has recently bought her first home and with experience of working for an interior designer is keen to transform her home. Becky is qualified in archiving and again brings organisational support skills to the company.