Claire has been advising clients on financial matters since 2004. She is best known by her clients for her straightforward, open working style. Claire cares deeply about the families, business owners, trustees and corporations she looks after. Her professional aim is to serve the clients who entrust her to advise them. Claire’s experience lends itself well to Tavistock’s ethos that the client is at the centre of that we do. She recognises the importance of working with other professions in the delivery of holistic financial planning and liaises regularly on behalf of the client to achieve this.
Claire advises across a broad range of investment and pension solutions and has extensive knowledge on estate and trust planning, which includes cash flow analysis to help clients see ‘where they are today’ vs their goals for the future.
When not working, Claire enjoys family time, holidays and martial arts.