Our Team
The Company is owned by Sue Dibble and Rachel Stevens, we have been long-standing friends since meeting in 2004 when we were both working for a life assurance company. We set up SuRe Paraplanning in 2022 to make use of the skills we have acquired throughout our careers.
Sue Dibble - Director
I have more than 25 years’ experience within financial services. I started my career in a building society before moving to a Life Assurance firm where I joined the Finance / Actuarial team. I went on to hold a number of roles in the company, including working on the FSAVC review and endowment review, on these teams I gained a wealth of knowledge around compliance requirements and completed the Financial Planning Certificate and Certificate in Mortgage Advice.
I started working for an outsourced paraplanning company in January 2010, progressing to company director in 2013. I have gained vast experience as an outsourced paraplanner working alongside numerous financial advisers, networks and their compliance areas.
Rachel Stevens DipPfs - Director
I have over 25 years of financial services experience. Initially working for a life assurance company on the redress team for the defined benefit past business review before moving across to address sales complaints. During my time in the company I gained detailed knowledge of defined benefit schemes, compliance requirements and life assurance products.
After leaving the life assurance company, I joined an outsourced paraplanning firm and quickly realised that this was the profession I wanted to pursue.
I enjoy delving into technical detail and I'm constantly looking for ways to develop my knowledge further. I have studied throughout my career, holding the Diploma in Personal Financial Services, Financial Planning Certificate, Certificate in Mortgage Advice, Certificate in Paraplanning and the Award in Regulated Pension Transfer Advice. I am now studying towards Chartered Status and hoping to complete the exams in 2024.