Sue Zanzarella, DipPFS, MLIBF

Financial Planner

Sue Zanzarella, DipPFS, MLIBF

Sue is based in Preston at Charter Financial Planning which became part of One Four Nine Group in October 2021. Having always worked in the finance industry, Sue has exceptional experience, working originally as an office manager then gradually getting more involved with clients leading her to take the plunge into advising. She achieved her Diploma in 2018 and has since completed a qualification in Long Term Care.

Sue believes the key to a robust financial plan is understanding each person’s individual circumstances to make sure a financial plan meets their objectives. A specialist in divorces, Sue is able to provide clear financial advice during what can be a very difficult time, helping to rebuild a person’s confidence in their ability to deal with their own finances.

In her spare time, Sue enjoys walking in the Lake District with her partner and still plays an occasional game of volleyball, having previously been very involved with her local club.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

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