Could your business run without you for two weeks? 5 signs it depends on you too much
Owning and running a business often means being closely involved in almost every part of ...
Claire helps Chris’s clients feel supported, informed, and looked after throughout the financial planning process. As a financial planning assistant, she handles enquiries, liaises with clients and providers, supports withdrawals, contributions, and transfers, and follows up meetings with the actions needed to keep everything moving smoothly.
Outside work, Claire is kept busy with her two children and dog. Her favourite days are spent with family at the beach or on a long country walk with a couple of pubs along the way. When time allows, she loves painting and anything craft-related.
of clients believe that working with us has, or will, help them achieve their financial goals
of clients would recommend us to their friends, family, or colleagues
of clients were very satisfied that we understood their needs, goals, aspirations, and objectives