Our Financial Planning Team
Meet the people who work with you to turn your financial goals into reality
Meet the people who work with you to turn your financial goals into reality
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 Office Manager, so she is in a fantastic position to support both our team and our clients.
Clare has played a central role in establishing our CRM system and streamlining our processes alongside ensuring we have a positive, team approach to our working week.
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!