When Claire's at work
As our practice manager, Claire ensures the smooth running of the business. She is also an experienced paraplanner, providing support to our financial planners in all aspects of administration, research and client servicing work.
Having worked in this profession for more than 15 years, she has gained a wealth of knowledge and looks forward to continuing to support our clients in achieving their financial planning needs.
A team that guides you
These are the people who make it all happen. You should know that we never stand still; we’re always asking ourselves what we can do better for our clients. Because happy clients mean a happy team.
Book an appointment
It’s easy to schedule a meeting. Use the link below to reserve a 30-minute slot in our diary.