Claire Buchanan

When I qualified as a Financial Adviser I initially worked with private and corporate clients in the private, public and voluntary sector. My specialities were setting up group personal pensions and employee benefits. Since then I have moved over to giving personal financial planning and advise on retirement planning, pensions, savings, investments, personal and business protection. Providing sound financial advice gives me a great deal of satisfaction and a sense of achievement especially when the advice has made a real difference to a client’s future security or their financial well-being. I do believe that education is part of the advice process, all too often people are put off from seeking advice because it is a move out of their comfort zone. It is my mission to unravel the shroud of mystery which surrounds pensions and give clients the ability to make fully informed decisions and take control of their finances with confidence. I will tell you what you need to hear so that you can be informed and make educated choices. I originally completed my law degree at Thames Valley University and followed this with the Barristers Vocational Examination. I have found having a legal background extremely useful when advising clients. My great love is travelling and I lived in Istanbul for 5 years, now I do shorter visits to my favourite city and anywhere else that takes my fancy. I think I can now describe myself as being more than an amateur furniture renovator and constantly have a number of works in progress. When I get time I love horse riding and must do more Although 2plan is a nationwide organisation, I live in Cambridgeshire and focus on working with individuals and companies here and in Bedfordshire, Hertfordshire and Buckinghamshire. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.