and support from
people you can trust.
Our clients tell us that they value the extent to which they can trust us: they know we have their best interests at heart – not just financially. They appreciate the very high quality of advice, our straight-forward transparent approach, and our friendly, caring manner.
This is all backed up by solid expertise and a wealth of experience. You can trust our independence too. We are a completely independent firm and all of our clients can be sure of impartial, unbiased advice.
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Paraplanner
Clare has over 25 years of experience in the Financial Services sector. She has held various roles, including Practice Manager, Head of Client Servicing, and Paraplanner. Throughout her career, Clare has developed extensive knowledge and analytical expertise that enables her to help clients achieve their financial goals.
Clare holds a Diploma in Paraplanning and is responsible for researching, writing reports, and analysing financial forecasts for our clients.
Outside of work, Clare enjoys hiking and exploring the great outdoors. She also has a passion for theatre, music, and ballet.