Claire Connell (Claire Connell Wealth Management Ltd)

Claire Connell
Claire Connell Wealth Management Ltd

4N membership number: 169348

Location: Borehamwood


My Stats
Last online
30th Sep 2018
Member since
23rd May 2018
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Meetings attended
What I Do
  • Chartered Financial Planner
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Based in Essex, Claire Connell Wealth Management Ltd provides advice to clients in London, Kent and throughout the South East of England. Claire is a Chartered Financial Planner and a Fellow of the Chartered Insurance Institute.  Claire has worked within Financial Services for over twenty years and has the depth of knowledge and experience that you need to be confident that you are in safe hands.

As a Partner Practice of St. James’s Place Wealth Management, Claire provides a wide range of wealth management services to both individuals and businesses. Claire’s philosophy focuses on building and maintaining long-term and trusted relationships with all of her clients. Every client is different and Claire believes it is essential to develop individual, bespoke financial plans which can evolve as needs/times change with the ultimate goal of providing peace of mind through holistic financial planning.

Specialities include:

  • Inheritance Tax Planning
  • Long term care planning (SOLLA accredited)
  • Onshore and offshore investments planning
  • Retirement Planning
  • Personal and business protection
  • Business Planning – group pensions, corporate banking, employee benefits, shareholder and keyman
  • The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.

  • Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions at the right time.

    The Later Life Adviser Accreditation Scheme is audited and endorsed by the standard-setting body the Financial Skills Partnership (FSP) and advisers need to re-license their accreditation annually, evidencing their continued development and knowledge.

About Claire Connell