Maidstone
Claire joined Perspective (South East) Limited in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.
Claire is a Chartered Financial Planner, and she enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. In addition to Inheritance Tax Planning, Pension Planning, Investments and Tax Planning, Claire specialises in long-term care and equity release.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123