Qualifications

  • Diploma in Financial Planning (Dip PFS)
  • Certificate in Financial Planning
  • Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Certificate in Financial Planning and Lifetime Mortgage Activities
  • Certificate in Financial Planning and Long-Term Care Insurance
  • Certificate in Life & Pensions
  • Award in Long-Term Care Insurance
  • Certificate for Financial Services – Trust & Estate Planning
  • SOLLA Retirement Advice Certificate
  • SOLLA Membership Certificate

Chartered Insurance Institute

SOLLA

Sue Michalczyk

Consultant & Accredited Later Life Adviser

Qualifications

Meet Sue

Sue has worked in financial advice for more than 20 years and has been an authorised adviser for 10 years. An Accredited Later Life Adviser with the Society of Later Life Advisers (SOLLA) since 2015, she specialises in advising clients who are in later life on pension, estate and trust planning, long-term care funding and equity release.

At home

When not working, Sue is happiest spending her time with family and friends who she likes to provide a warm welcome, a meal and a cake or two. Since moving to the countryside, she is becoming a keen gardener – but knows she has a lot to learn! Sue also enjoys travelling, watching sport (especially cricket), walking and quizzes.

The important stuff

We recommend verifying the credentials of any financial professional you’re considering working with. Sue’s credentials can be viewed below.