Sue Middleburgh CertPFS
I have 38 years of experience in the Life and Protection Market, offering advice to individuals and their families. I specialise in all areas of Protection including Term Assurance, Decreasing Term, Family Income Benefit, Gift Intervivos, Whole of Life, Critical Illness, Permanent Health Insurance and Relevant Life Assurance.
I also offer advice to Partnerships and Companies on Partnership and Share Protection, Key Person Insurance, as well as Relevant Life Assurance.
I offer a personalised service to all my clients, a thorough appraisal of all protection policies, costs and ensuring, if necessary, that they are written in trust at no additional cost to the client.
Formerly Joint Managing Director and founder in 1979 of the highly successful IFA firm Charles Sydney which was sold in 2008 to Punter Southall Financial Management after twenty nine years of experience. I was a Principal at Punter Southall Financial Management since the acquisition until 2012. I joined DGS Independent Financial Advisers Ltd in January 2013.
- FPC – Financial Planning Certificate
- R05 – Financial Protection