0330 038 8938
Based in St-Helens
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FCA Regulated
Claire and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Claire and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Claire has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 3 client reviews 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: 07 April 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 Regulated
Claire and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Claire and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Claire has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 3 client reviews 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: 07 April 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
I have worked in financial services since 2003 spending my early career with pension providers supporting financial planners and their clients before moving into the advice sector as a planner myself in 2017. I can help clients with all aspects of financial planning and particularly with regards to Investments, Pensions, Taxation and Insurances. I also specialise in estate planning and can arrange wills and lasting power of attorneys to ensure clients are fully protected providing peace of mind. I live in St Helens with my partner Aran and son Bleu. I am a football AND rugby mum so most weekends are spent at the side of a muddy pitch and being a taxi service. However when I do find time to relax I enjoy yoga, getting outdoors and catching up with friends. I am very conveniently placed for those clients based across the North West and particularly the Merseyside and Cheshire areas.
Offers available through VouchedFor
Contact Claire through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
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