Morton Fraser MacRoberts

Private Client

Sue is a consultant in our Private Client team.

Sue is a Consultant in our Private Client team, with over 20 years’ experience advising individuals and families on succession and estate planning. She provides tailored advice on Wills, Powers of Attorney, trusts, and related personal planning matters.

Sue takes time to understand what matters most to each client, offering clear, practical guidance in a way that reduces stress and supports confident decision-making. Her approachable style and depth of experience make her a trusted adviser to clients navigating important life transitions.

She is a full member of the Society of Trust and Estate Practitioners (STEP), the leading global body for professionals in inheritance and succession planning, as well as the Chartered Insurance Institute.