Clare has been a Financial Adviser for over 25 years and has considerable experience in wealth planning and financial services.
Clare’s key focus is to provide holistic financial advice which is tailored to each individual client and their personal circumstances to help them achieve their financial goals and aspirations. Her aim is to work with private clients to be able to provide a comprehensive wealth management service which aims to give her clients the peace of mind that they will not run out of money in old age and can potentially pass on their wealth tax efficiently.
Clare lives in Dorset and is married to Tim and they have two young children Josh and Sophie. She spends her spare time with her family and friends.