Background & Experience
Claire is originally from the UK and married to a Kiwi, she has lived in London, Asia, Japan and New Zealand. Claire is an experienced adviser who has 30 years of working in the Global Financial services industry, which has included 20 years as an Asian Equity Stockbroker in Global Investment Banking, and 10 years running a UK Wealth Management practice under one of the largest financial planning companies there. This strong background enables her to assist clients with their current and future investment planning using a holistic approach. Claire has a passion for working with clients to ensure they get practical financial and investment advice, that is relevant and achievable to their goals, and has a particular interest in UK Pension transfers, given her background. She particularly likes helping clients develop a plan of action so that they may enjoy their life choices when they retire, and is a good listener with a deep understanding of Global markets and personal life challenges . She enjoys cooking and gardening, and loves to be near the ocean at her bach with her two teenage children and Husband who are so important to her.