Claire Wise
Culverhouse Financial Planning Ltd - Chartered Financial Planners
Minimum savings/pensions: Any amount
0208 166 8476
Based in Orpington
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
Last checked: 06 May 2025
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
1
Recent Client Reviews
Claire has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Claire has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Claire has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Claire has not yet added their fees to their profile
Fees not yet added
Claire has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
Last checked: 06 May 2025
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
1
Recent Client Reviews
Claire has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Claire has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Claire has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Claire has not yet added their fees to their profile
Fees not yet added
Claire has not yet added their fees to their profile
As a qualified Independent Financial Adviser (DipPFS), Claire is able to provide the advice that is best for each individual. She works at Culverhouse Financial Planning, a family-run firm of Chartered Financial Planners, and believes firmly in building close working relationships with clients, working in the way that suits the client best, at the pace that is most comfortable for them. Claire enjoys good food, walking & spending time with her family.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Claire's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd. Culverhouse & Co Ltd Company No: 6426365 Culverhouse Financial Planning Ltd Company No: 08470047 Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ Email: fp-enquiries@culverhouse-accountants.co.uk VAT Number GB166078392 Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931 The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
