Get to know Claire
As a long-standing member of the team, Claire manages the day-to-day running of our finances. This involves reconciling fee income and adviser charging, ensuring that all income and expenditure is recorded accurately.
She works closely with our introducers, arranging ongoing payments that are due. In the sad event of a client’s death, she is the first point of contact for the family, helping them to collate the relevant paperwork.
Claire is a keen tennis player, and she has been a member of her local tennis club since childhood. Over the years, she has been involved in the running of the club. She enjoys going on holiday and is renowned for always having her next trip booked.
We asked Claire...
What’s the most important thing you bring to your role?
A vast knowledge of our client base and introducers.