Wealth Management Adviser
As a Chartered and Certified Financial Planner, Claire aims to give her clients confidence in their finances and related decisions so they can live the life they want to, without financial worries.
Claire has a wide knowledge base and communicates in a clear and easy to understand fashion. Whilst not exclusively working with women, Claire has a niche in providing thoughtful and considered solutions to women who have been divorced or widowed.
Formerly the Chair of the London and Surrey branches of The Institute of Financial Planning, and recognised as one of the Top 35 under 35 Private Client Practitioners in 2012, Claire has made significant contributions to the financial planning community and advocates bespoke financial solutions for her clients, underpinned by solid financial plans.
Away from the office Claire can be found enjoying the outdoors, be it cycling in the Surrey Hills or on the water learning how to sail.