Claire Marston

Claire Marston

AAB Wealth Chartered Financial Planners

Minimum savings/pensions: Any amount

0330 038 8938
Based in Westhill
View location

Top Rated 2025
Verified since: December, 2023

4.8 out of 5

26 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 April 2025

    Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Claire has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Claire has not yet added their qualifications to their profile

  • Transparent Fees

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    Claire has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 April 2025

    Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Claire has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Claire has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Claire has not yet added their fees to their profile

I am a Chartered Financial Planner and I help people to establish, identify, prioritise, and achieve their their financial goals. Pensions and investments can be confusing and typically, people do not like talking about their finances. Because of this, trust is an important part of the relationships that I have with my clients, so that they can let me take on the stress of managing their finances. My specialisms include financial planning, lifetime cash flow modelling, investment and tax consultancy, and inheritance and succession planning. I use cash flow modelling software to assess the achievability of clients' goals. This is vital for helping give clients the confidence and peace of mind to make important financial decisions, such as stopping work or moving home. It also helps identify gaps and quantify what level of saving is required in order for them to achieve what they would like to. I help a broad range of clients, including those working and accumulating their wealth, business owners, those approaching retirement, and people who are retired and thinking about leaving a legacy for their loved ones.

£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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