sue-regan
Name: Sue Regan
Phone: +33 (0)4 68 31 14 10
Mobile: +33 (0)6 89 20 32 47
E-mail: sue.regan@spectrum-ifa.com
Office address: 15 rue Marceau, 34310 Cruzy, France
Expat since: 2007
Specialist areas: Financial Planning and investments
Family: Lives in Cruzy, in the department of Hérault, with her husband and their 2 year old cat, Alfie, who rules the roost.
Hobbies: Cycling, dress-making, cooking.

Sue has over 20 years experience in the financial services industry working in insurance companies, consultancy, advisory practices and the personal financial planning department of PricewaterhouseCoopers in Manchester. She holds the Advanced Financial Planning Certificate. Sue played an integral role in the establishment of a breakaway IFA practice which became a very successful and thriving business offering holistic financial advice to mainly high net worth individuals, many of whom followed from PricewaterhouseCoopers

Sue and her husband made the permanent move to France in 2007 and shortly afterwards established a business providing assistance to ex-pat property owners in the management of their rentals and property maintenance. Sue recently returned to financial services as an Adviser with Spectrum.

Professional qualifications:

  • 1992 Securities & Futures Authority Registered Representative Certificate
  • 1993 Financial Planning Certificate Parts I,II and III
  • 2000 Advanced Financial Planning Certificate – G10, G20 and G70