Claire

Claire is an award-winning Financial Adviser, Expansive Wealth® Mentor, and Family Wealth Educator who helps individuals and families feel confident and in control of their money.

Named Financial Adviser of the Year in the Financial Reporter Women’s Recognition Awards, she’s known for making financial planning simple and approachable. Claire lives in Kent with her husband, Phil, and their herd of alpacas..

An award-winning Financial Adviser, Expansive Wealth® Mentor, and Family Wealth Educator

Claire is an award-winning Financial Adviser, Expansive Wealth® Mentor, and Family Wealth Educator who helps individuals and families feel organised, confident, and in control of their money. Named Financial Adviser of the Year in the Financial Reporter Women’s Recognition Awards, her work is known for blending technical expertise with genuine warmth and clarity.

With over 17 years of experience, Claire has guided countless clients through everything from everyday financial planning to complex wealth strategies. What sets her apart is her ability to make money talk simple and approachable. Clients often say she explains financial topics in clear, friendly language and helps them feel secure and positive about their future.

Her mission goes beyond financial advice. As a Family Wealth Educator, Claire is passionate about helping people use their money in ways that align with their values and create lasting legacies. She believes wealth isn’t just about numbers, it’s about building a life filled with security, freedom, and choice.

When she isn’t advising or mentoring, Claire can be found in the Kent countryside with her husband Phil and their herd of alpacas. She also enjoys baking sourdough bread, exploring new places, and has recently taken up crochet.