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Sue Loveridge

Financial Planning Consultant DipIP, CeMAP, PFA in Eastleigh

A little bit about Sue

Sue is a diploma qualified Financial Advisor with over 20 years’ experience of providing holistic financial advice for her clients and over the last 6 years she has been providing specialist advice to the medical profession, predominantly GP locums, salaried GP and business Partners. Sue has comprehensive knowledge of the NHS pension schemes and prides herself on the service she provides to her clients.

Sue can provide a full financial advice service and helps her clients achieve their short and long term goals and by reviewing this with her clients over the years she can ensure they stay on track and is quick to adapt to any changes her clients may have.

Sue’s priority is to make Financial Advice easy to understand and implement for her clients, always putting their needs and priorities at the heart of everything she does. She specialises in helping her clients make sense of their finances, grow their wealth, protect their wealth and protect their families, as well as simplifying their affairs and ensuring that the financial products they hold are suitable for today, tomorrow and beyond.

She prides herself in her professionalism and passion to really understand her client’s true financial aims and working with them through their journey to deliver tailored and bespoke outcomes. Sue is happy to meet with her clients in the comfort of their own home or at your workplace during hours that suit.

Outside work Sue is a family oriented individual and in her spare time enjoys walking and cycling with her partner and as her children are now grown up she enjoys having the time to travel around the world visiting new places with her partner.

Start the conversation

Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today

Tackle tax year end with confidence

Graphic showing an alarm clock in front of a calendar and a pile of coins

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?

Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.

For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.

1 Source: https://www.thetimes.com/money-mentor/pensions-retirement/how-to-claim-higher-rate-tax-relief-on-pension-contributions-in-the-uk

2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/

3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Dental & Medical

Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.