Posted on: 23rd May 2017
We recently welcomed Sue Campion to join the Haven Team. We asked Sue a few questions so that our clients can get to know her.
What brought you to Haven?
I have spent all of my career in Financial Services – that’s 33 years! I started my career as an apprentice at a Building Society and very quickly became aadviser which is what gave me an appetite for working with clients face to face.
When the Building Society moved into providing financial advice – I became one of their first Independent Financial Advisers and took such job satisfaction from helping clients to unscramble what can often seem unnecessarily complex affairs that I became hooked.
What do you like the most about your role as a financial advisor?
Over the years I have been fortunate to build a large network of colleagues, clients and ultimately friends, there is nothing quite like helping people to achieve whatever success it is that they are aiming for. Building a relationship with people is an absolute pleasure, and bonus of the work that I do.
The industry has over the years frequently received bad press and, of course, I’m sure that some of it is warranted – but I have always held the view that the service an adviser provides, done properly, is invaluable. And the reason that I can say that, is because of the numerous clients that have taken advice been guided properly and achieved and secured their futures that they would not otherwise have been able to achieve.
What do you think are your best qualities as an advisor?
I personally pride myself on ensuring that I provide straightforward, honest and transparent advice. The most important thing for me is that my clients are able to make sound decisions based on accurate advice. I have always placed huge value on taking time with people to understand their needs, understand their circumstances and understand what they are trying to achieve.
What made you want to work for Haven?
I have mentored many advisers over the years and instilling doing the right thing, not necessarily always the easy thing, is a core value that I hold. Once the time came for me to leave my last employer, the thing that I wanted to ensure was that I joined a practice with equal values.
It was important to me to be confident that I was joining a team with integrity, knowledge and experience, and at the same time provides a culture that is fun to work in and family orientated.
It goes without saying that I was looking for a practice where professionalism is at the heart of what they do, and of course there are numerous practices around, but there is something special about Haven. All of the advisers and the Directorate are like minded in that we have a huge duty of care to our clients, I knew it was the place for me.
The fact that amongst all of the advisers we have almost 200 years of experience in providing client advice provided me with the confidence that I needed to know that the advice and the client support that we can offer is of a quality that I am proud to be part.
What do you least like about your job?
Hmmmm what do I most dislike about the job?? It’s difficult to say – I sometimes find it frustrating when you are trying to help a client and barriers get in the way … like a third party delays providing information that you need to complete your advice or other peoples service timelines significantly exceed your own … but these things are unavoidable, I guess, in business.
I find that the best way to deal with it is to keep my client informed of what is happening and why, and I generally find that we can find a way for it not to impact too greatly.
What are you looking forward to, working at Haven?
I’m really excited about my future at Haven, it is a forward thinking business which is absolutely vital in an industry constantly and rightly under scrutiny with changes in legislation and requirements a permanent feature.
Obviously I’m hoping that I can bring my own dynamic and strengths to the team at Haven and drawing upon my previous wealth of experience I am looking forward to working with a diverse range of clients and forging some new relationships.
What do you do to relax?
Family is all important to me. My husband Paul and I have four children, three daughters and a son, who is just back from his first year at university. They are all very sporty, and I try and spend as much time with them as I can, supporting the sport, ferrying them around and being “mum’s taxi”. But we all love to get together and relax, too, taking our Westie, Archie, for walks, meeting up with the extended family and with friends, and socialising in general.
I’ve found it is always a great support to have family and loved ones around, and to make sure they are provided for. It’s something that I carry into my professional life too.