Claire is a Chartered Financial Planner, and she enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. In addition to Inheritance Tax Planning, Pension Planning, Investments and Tax Planning, Claire specialises in long-term care and equity release.
Claire joined Perspective (South East) Ltd in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.
Telephone
01622 750426
Maidstone Office
First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS
Telephone: 01622 750426
Crystal Palace Office
Foresters Hall
25 – 27 Westow Street
London
SE19 3RY
Telephone: 020 3713 8920