Clare Edwards
Octopus Money
0208 166 8476
Based in High-Holborn
View locationVerified since: November, 2024
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
4.9 out of 5
Checks carried out by VouchedFor
Accredited and monitored by an FCA-authorised firm
Clare does not perform an FCA-regulated role, but Clare is accredited and monitored by an FCA-authorised firm
Last checked: 17 May 2025
Clare does not perform an FCA-regulated role, but Clare is accredited and monitored by an FCA-authorised firm
3
Recent Client Reviews
Clare has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Clare has received 3 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 17 October 2024
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Clare has not yet added their qualifications to their profile
Qualifications not yet added
Clare has not yet added their qualifications to their profile
Transparent Fees
Clare has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Clare has provided information on their typical fees
Clare has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Accredited / Trained by
Information not yet provided
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Clare
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 8 first impressions)
Checks carried out by VouchedFor
Accredited and monitored by an FCA-authorised firm
Clare does not perform an FCA-regulated role, but Clare is accredited and monitored by an FCA-authorised firm
Last checked: 17 May 2025
Clare does not perform an FCA-regulated role, but Clare is accredited and monitored by an FCA-authorised firm
3
Recent Client Reviews
Clare has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Clare has received 3 client reviews in the past 12 months; 100% of these have been verified
Financial Coach
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Last checked: 17 October 2024
A Financial Coach can provide guidance across all areas of your finances, helping you to improve your relationship with money, set goals, take action and overcome any obstacles in the way. Financial coaches are not regulated by the FCA and cannot recommend specific financial products.
Qualifications Uploaded
Clare has not yet added their qualifications to their profile
Qualifications not yet added
Clare has not yet added their qualifications to their profile
Transparent Fees
Clare has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Clare has provided information on their typical fees
Clare has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Accredited / Trained by
Information not yet provided
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Clare
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Clare (based on 8 first impressions)
My name is Clare and I have been a chartered accountant for over thirty years working in London with clients based both in the UK and overseas. Although I found the world of accounting and taxation thrilling, I would always have the greatest job satisfaction working with individual clients who I could nurture, empower and build a relationship with over time. There is nothing more rewarding than seeing a client, who may even have initially been anxious and unsure about managing their finances, achieve and celebrate goals that we had worked on together. Octopus Money shares my vision of affordable, accessible financial coaching, and I am so excited to have started this new chapter of my career with them! Our starting point is a free session, personalised for you, so there’s no such thing as a silly question. Just come along ready to talk about your goals and aspirations and I will be ready to listen. We will then start to build a financial plan for you enabling you to take control of your finances. A typical session will cover the following topics: Identifying financial goals, e.g. travelling, moving house, planning to start a family Savings, spending reviews, contributing to your investments or your pension pot Finances throughout your life, all the way up to your retirement Following our session, we will visualise your financial journey together with a series of excellent graphs from our Octopus Money software which make it easier to understand and digest. We can also discuss next steps for actioning your plan, and ongoing check-ins with me should you wish. I hope to hear from you soon! Let’s make your money work better for you.
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