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5.0

/5.0
/ Based on 2 ratings
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Claudia Gilham

I worked with Claire for 3 years whilst we were both Non-Executive Directors of a youth based charity. Claire is a delight to work with. She has excellent attention to detail and is diligent but forthright in her approach. You know that when you work on projects with her she will have really done her research, not only on the issues at hand but also on what you are trying to achieve.

Sarah Farquhar

I would highly recommend Claire for anyone requiring personal financial advice including pensions, she is extremely capable, professional and meticulous in her work, offering sound advice, as well as knowledgable in her sector.

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Credentials

  • FAQ L3 Adult Mental Health: Workplace First Aider Qualification
    St John Ambulance
    Oct, 2022
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Chartered and Certified Independent Financial Planner
      • Oct 2017 - Present

      I provide comprehensive, financial planning and advice to private clients throughout all stages of their personal and professional lives. I work closely with business owners and individuals to ensure a fully integrated financial plan to help them achieve their objectives, alongside any existing professional relationships. Please get in touch if you would like to discuss, with no obligation, how I might help and support you to achieve your personal and financial objectives, or would find a sense check of your existing arrangements helpful.

Community

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