Expertise

  • Pension Transfers
  • investment planning
  • Retirement Options
  • Investment
  • Pensions on Divorce
  • family protection

Summary

I have extensive experience in advising clients on all areas of financial planning; but with a particular emphasis on pre and post retirement issues.

I have been in the financial services industry since 1998 and made the move to Greystone as a Senior Consultant in 2006, before achieving the Chartered Financial Planner qualification in 2009.

A lot of my time is spent helping self-employed business people¸ partnerships and company directors maximise the profitability of their businesses through tax mitigation, and investment management.

I speak to the majority of my clients several times a year, and take pride in providing proactive advice and an excellent level of service, both initially and on an ongoing basis.

Specialties: I specialise in providing advice to clients of Accountancy Practices, as well as Pension and Divorce work.

I offer a full Financial Planning Service to both individuals and companies; including pensions, investments, tax planning and life assurance.


Experience

  • Greystone Financial Services

    IFA
    - Current
    Greystone Financial Services

Qualifications

Chatered Financial Planner 


Email Claire

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