Claire is based in Glasgow for McCrea Financial Services that became part of One Four Nine Group in February 2023. Using her 30 years of financial services experience, Claire leads the admin team at McCrea. Through handling customer enquiries, processing new business helping in general administrative duties she ensures financial planners have more time to spend advising their clients.
She holds Financial Planning Certificates 1, 2 and 3 as well as CF6 Mortgage Advice with the Chartered Insurance Institute.
Passionate about travelling, Claire enjoys visiting new places whenever she can as well as reading. Spending time with friends and family is very important and shopping until she drops!
