Career Profile
Claire joined Active in September 2013 after spending thirteen years as a financial adviser across all products at Yorkshire Bank/AXA.
Claire’s links to Active go back a long way as her first training at Yorkshire Bank was delivered by our own (director) Paul Gibson.
Claire is currently studying and working through her exams to become Chartered.
Key Services
Claire covers all aspects of financial advice inclduing pensions & investments. She is very hard working and approachable, working hard to build those long term relationships with clients, keeping them updated at every stage of the process.
“Our rigorous review system ensures that we communicate and meet with our clients on a regular basis, allowing us to adjust any client plans in a timely manner as circumstances or financial objectives change” says Claire.
Claire has clients across Teesside and into Hartlepool, where she is based.
Qualifications
-Financial planning process (AF5, 2019)
-Equity Release (ER1, 2019)
-Trusts (J02, 2019)
-Long Term Care Insurance (CF8, 2018)
-Diploma in Financial Advising (Dip FA, 2011)
