0330 038 8938
Based in Westhill
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.8 out of 5
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: 17 April 2025
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
16
Recent Client Reviews
Claire has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 16 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: 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.
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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
Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status
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
16
Recent Client Reviews
Claire has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Claire has received 16 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: 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
Claire has not yet added their qualifications to their profile
Qualifications not yet added
Claire has not yet added their qualifications to their profile
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 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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