Our Financial Planning Team

Meet the people who work with you to turn your financial goals into reality

Clare McCarthy
Client Services Manager

Clare joined us in 2020 bringing with her a wealth of knowledge from her 30 years’ experience in financial services.  Clare has worked for small independent firms and larger corporate organisations covering roles including PA, Paraplanner, Adviser and now Client Services Manager, so she is in a fantastic position to support both our team and our clients.  

Clare is dedicated to providing an excellent level of client service and plays a pivotal role in ensuring our processes run smoothly and effectively.

Away from the office, Clare can be found cooking for family and friends, experimenting with her own recipes. Which, with a family of 6 children and 5 grandchildren, comes in very useful as someone is always hungry!