She has gained a wealth of experience across various roles, including Business Development and Compliance Coordinator, Accounts and Finance Manager, and Paraplanner, before qualifying as a Financial Planner in January 2024.
Claire provides independent financial advice to clients across a wide range of financial planning needs, with particular experience in retirement planning, investments and protection. She also holds the CII Certificate in Long Term Care Insurance (CF8), enabling her to provide specialist advice in this complex area of financial planning. Committed to her continued professional development, Claire is currently working towards achieving Chartered Financial Planner status.
Claire enjoys building long-term relationships with her clients and finds it particularly rewarding to help them achieve their financial goals. She believes in making financial advice clear, accessible and easy to understand, ensuring her clients feel informed, confident and involved throughout the advice process.