Claire is based in West Bridgford, Nottingham for One Four Nine Wealth. With a career spanning over 25 years in financial services, Claire has obtained considerable experience across admin, training, office management and personal assistant roles in the industry. As a highly valued member of the team, she works closely with the financial planners in Nottingham to ensure excellent client service is delivered in addition to to assisting with regulatory duties.
She has obtained several qualifications including R03, R01, CF2 Investment & Risk, CF9 Pension Simplification, Advanced Financial Planning Certificate G80 (Long Term Care), Financial Planning Certificate 1, 2 & 3, and a degree in business studies.
When not working Claire enjoys spending time with her family and going on dog walks.
