Claire is a financial planner specialising in pension and investment planning. Known for her excellent communication, Claire keeps clients informed at every stage and ensures plans are regularly reviewed and adjusted as circumstances change. Based in Hartlepool, Claire works with clients across the Tees Valley, providing clear, practical financial advice tailored to their needs.
Key Services
As a financial planner, Claire covers all aspects of financial advice including pension planning and investment planning. Claire is known for her excellent communication with her 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 the Tees Valley and into Hartlepool, where she is based.
Career Profile
Claire joined Active Chartered Financial Planners in September 2013 after spending thirteen years as a financial adviser across all products at Yorkshire Bank/AXA.
Claire’s links to the firm go back a long way as her first training at Yorkshire Bank was delivered by our own (director) Paul Gibson. Claire also worked with a number of other Active advisers at the bank.
Client Testimonial
“Excellent advice from Claire! Happy to have chosen Active Financial Planners”
Hobbies and interests
Away from work, Claire loves to spend time with her family, husband Stuart and their grown up children Alex and Kate as well as their two cockapoos, Benny and Howard.
A real foodie, Claire loves to try different (and often unusual) foods from around the word.
Claire is passionate about traveling, and although she has been to many different destinations worldwide, rural Spain is her favourite holiday spot.
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)
