Claire Leary

Analyst at Grosvenor Wealth Management Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Harpenden, England, United Kingdom, GB

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Experience

  • Grosvenor Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Nov 2021 - Present

      At GWM, we believe that by building financial and wealth awareness, client confidence and aspirations, we will enable our clients to achieve their visions. As experts in our industry, we have the knowledge to support our clients across investment and wealth management as well as inheritance, mortgage and retirement advice. However, we specialise in delivering a personable service that provides financial coaching which empowers our clients to make decisions and helps to removes any barriers to achieving their goals. We want our clients to see us as their lifestyle managers not just finance managers; working alongside them, making sure they get the best from ANY of their investments and facilitating the future for them.

  • Birchwood Investment Management Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Oct 2019 - Nov 2021

  • Canada Life UK Adviser
    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Account Manager
      • Jan 2019 - Oct 2019

    • Sales Support Representative
      • Apr 2015 - Jan 2019

    • Customer Service Representative
      • Apr 2013 - Apr 2015

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