Claire Taylor
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Topline Score
Bio
Sam Downes
I've known Claire for nearly a year now, having met her through a networking event and she has proven to be an exceptional human being. From lending me jump leads when my car wouldn't start to helping think about my career, Claire is far more than a great financial adviser. Her consistent 5 star reviews speak for themselves on a professional front - the fact that she truly cares about the people she engages with is evident in every interaction which is why I chose to trust her with my finances. As a young person, it's easy to think you can do everything yourself and that the fees are not worth it. How wrong I was - the DYI options can work but the value which Claire adds is worth every penny. I cannot recommend Claire enough!
Rebecca Dallimore
Claire's excellent communication skills, positive outlook and pleasing personality enhance her natural leadership qualities. Claire's willingness to accept challenges and listen to input enable her to contribute thoughtful, well-reasoned approaches to helping others solve difficult problems. Claire's strong work ethic and sense of pride in what she does transfers to the rest of the team. Her honesty and positive approach results in productivity from her department, and knowing that I have a team supporting me lead by Claire is extremely reassuring.
Sam Downes
I've known Claire for nearly a year now, having met her through a networking event and she has proven to be an exceptional human being. From lending me jump leads when my car wouldn't start to helping think about my career, Claire is far more than a great financial adviser. Her consistent 5 star reviews speak for themselves on a professional front - the fact that she truly cares about the people she engages with is evident in every interaction which is why I chose to trust her with my finances. As a young person, it's easy to think you can do everything yourself and that the fees are not worth it. How wrong I was - the DYI options can work but the value which Claire adds is worth every penny. I cannot recommend Claire enough!
Rebecca Dallimore
Claire's excellent communication skills, positive outlook and pleasing personality enhance her natural leadership qualities. Claire's willingness to accept challenges and listen to input enable her to contribute thoughtful, well-reasoned approaches to helping others solve difficult problems. Claire's strong work ethic and sense of pride in what she does transfers to the rest of the team. Her honesty and positive approach results in productivity from her department, and knowing that I have a team supporting me lead by Claire is extremely reassuring.
Sam Downes
I've known Claire for nearly a year now, having met her through a networking event and she has proven to be an exceptional human being. From lending me jump leads when my car wouldn't start to helping think about my career, Claire is far more than a great financial adviser. Her consistent 5 star reviews speak for themselves on a professional front - the fact that she truly cares about the people she engages with is evident in every interaction which is why I chose to trust her with my finances. As a young person, it's easy to think you can do everything yourself and that the fees are not worth it. How wrong I was - the DYI options can work but the value which Claire adds is worth every penny. I cannot recommend Claire enough!
Rebecca Dallimore
Claire's excellent communication skills, positive outlook and pleasing personality enhance her natural leadership qualities. Claire's willingness to accept challenges and listen to input enable her to contribute thoughtful, well-reasoned approaches to helping others solve difficult problems. Claire's strong work ethic and sense of pride in what she does transfers to the rest of the team. Her honesty and positive approach results in productivity from her department, and knowing that I have a team supporting me lead by Claire is extremely reassuring.
Sam Downes
I've known Claire for nearly a year now, having met her through a networking event and she has proven to be an exceptional human being. From lending me jump leads when my car wouldn't start to helping think about my career, Claire is far more than a great financial adviser. Her consistent 5 star reviews speak for themselves on a professional front - the fact that she truly cares about the people she engages with is evident in every interaction which is why I chose to trust her with my finances. As a young person, it's easy to think you can do everything yourself and that the fees are not worth it. How wrong I was - the DYI options can work but the value which Claire adds is worth every penny. I cannot recommend Claire enough!
Rebecca Dallimore
Claire's excellent communication skills, positive outlook and pleasing personality enhance her natural leadership qualities. Claire's willingness to accept challenges and listen to input enable her to contribute thoughtful, well-reasoned approaches to helping others solve difficult problems. Claire's strong work ethic and sense of pride in what she does transfers to the rest of the team. Her honesty and positive approach results in productivity from her department, and knowing that I have a team supporting me lead by Claire is extremely reassuring.
Credentials
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Series: 65
FINRAJan, 2023- Nov, 2024 -
Chartered Financial Planner
The London Institute of Banking & FinanceJun, 2022- Nov, 2024 -
Certificate in Equity Release
Chartered Insurance Institute -
Certificate in Long Term Care and Later Life Planning
The London Institute of Banking & Finance -
Certificate in Mortgage Advice
Chartered Insurance Institute -
Chartered Institute of Management Accountants
CIMA -
Diploma in Regulated Financial Planning
Chartered Insurance Institute -
European Financial Advisor
European Financial Planning Association -
Workplace Financial Education Specialist
St. James’s Place Wealth Management
Experience
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Scottish Business Network
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United Kingdom
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International Trade and Development
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1 - 100 Employee
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Member
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May 2023 - Present
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Forth Capital
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United Kingdom
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Financial Services
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1 - 100 Employee
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International Chartered Financial Planner - UK & USA
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Jan 2023 - Aug 2023
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Chartered Financial Planner
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Dec 2019 - Jan 2023
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Expro
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United States
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Oil and Gas
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700 & Above Employee
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Commercial Analyst
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Jan 2019 - Nov 2019
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Metron Group Limited
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United Kingdom
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Oil and Gas
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1 - 100 Employee
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Business Manager
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Jan 2017 - Jan 2019
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E Innovation AS
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Norway
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Oil and Gas
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1 - 100 Employee
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Business Manager
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Oct 2013 - Jan 2017
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CLYDEGROVE ACCOUNTANTS LIMITED
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United Kingdom
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Accounting
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Accountant
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Feb 2010 - Oct 2013
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