Claire joined Perspective (South East) Ltd in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.
Claire holds the Regulated Diploma in Financial Planning. She continues to develop her knowledge and is currently working towards attaining her Chartered Financial Planner status.
Claire enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. Claire specialises in long-term care, equity release and mortgage advice.
Telephone
01622 750426
Based
First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS
Telephone: 01622 750426
Foresters Hall
25 – 27 Westow Street
London
SE19 3RY
Telephone: 020 3713 8920
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