Living in Kent with 7 alpacas in her garden, Claire likes to find new and innovative ways to make her client's money work hardest for them, so that they can have what they need for the future - whilst having money along the way for holidays, gin and the things that make life fun.
This is not 'man in a suit' financial planning, but something fresh, modern and designed to help create the future you deserve.
Friendly, efficient and easy to deal with
Working 121 with 6 figure entrepreneurs to help them maximise wealth, minimise tax and build their assets in a sustainable way.
Helping single and divorced people in their 50s to ensure their pension can pass to the person of their choice when they die.
Helping families to minimise IHT and preserve their wealth for future generations.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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