Sue Barlow has been a fundamental part of Five Wealth since its foundation back in 2016. Here, Sue tells us all about her time at Five Wealth so far and gives us an insight into her role as practice manager.
Tell us a bit about you and your role?
I’ve worked in financial services since I was 18. I’m now in my 50s, which makes this a long time! Having been in financial services for so many years, I like to think I have a lot of knowledge of and experience in many aspects of the industry. I understand why and how the industry has got to where it is now. I was also amongst the first to sit and pass the Pensions Management Institute Certificate in Pensions Automatic Enrolment (CPAE), so that’s quite interesting!
Outside of work, I’m married to my husband, Paul, and we have two teenage daughters. We live in Wigan with our dog, Barney the Pomtzu. In my free time, I’m a member of the Wigan Community Choir, so you might catch me out and about performing at one of our concerts.
How has your role changed from when you first began to now?
When I joined Five Wealth back in 2016, I worked with Chris Little, one of the founding directors of Five Wealth (who has recently retired), as a financial planning manager. I also managed client and in-house schemes, which remains one of my core responsibilities.
My role now also covers a lot of different areas in the office – primarily HR, accounting, health and safety, and employee benefits. I also cover group schemes, including workplace pensions, death-in-service, and private medical cover.
Best part of working at Five Wealth?
The best part of working at Five Wealth is the incredible team. The people here truly make Five Wealth what it is: down-to-earth, approachable, knowledgeable, and always supportive. Also, the hybrid work model we now have has been a game changer for me. After years of commuting between Wigan and Manchester, it’s fantastic!
What advice would you give to someone aspiring to progress in the financial advice industry?
My advice to anyone looking to progress is a positive, can-do attitude is must, and maintaining this is essential to success. As well as this, focus on completing your exams as soon as you can. This way, you’ll have equipped yourself with the necessary knowledge and credentials, allowing you to hit the ground running.