Clare launched her Practice in 2008 and offers clients a breadth of knowledge and experience from her 23 years of industry experience. Clare has been awarded the prestigious 'Chartered Financial Planner' title, which is the highest mark of trust, capability and professionalism in the industry.
After obtaining a first class honours degree, Clare went on to offer financial advice within the banking industry for 10 years. In 2008 Clare launched her own practice, which has grown in size, to now be home to 6 team members, all dedicated to offering the very best advice and service.
Clare strongly believes in planning for a secure future, be it for yourself, your family, or your business.
Her aim is to help you to reach your financial goals, by offering you comprehensive advice now, and by ensuring that any plans remain effective in the future, no matter how your circumstances, or the fast-paced world we live in may change.
Building long term client relationships, through regular meetings, allows Clare to build bespoke financial plans that support clients on every step of their journey.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.