Sue joined Rowan Dartington in 1998 and is a Director of the Company and the Branch Manager for the Hereford office. Sue has over 30 years’ experience in the investment management industry and concentrates on managing a range of private client funds, pension funds and charities, with a particular emphasis on investing in closed-end funds. In the early 1990s she worked in Russia as a consultant for Samuel Montagu on an overseas development project during the Russian Privatisation.
Sue is a Chartered Fellow of the Chartered Institute for Securities and Investment and has a keen interest in personal and trust taxation.
Brenda began her career as an underwriting assistant at Lloyds of London. She then moved to the corporate trustee business of Law Debenture as a Trust Officer.
Having taken some time out after the birth of her children and a move to Herefordshire, she joined Rowan Dartington in April 1998. She has gained extensive experience of the business while working closely with Sue Evans the Branch Manager. She is fully qualified and specialises in Probates and client liaison.
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