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 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.
Her specialities include:
- Inheritance Tax Planning
- Long term care planning (SOLLA accredited)
- Onshore and offshore investments planning
- Personal and business protection
- Business Planning – group pensions, corporate banking, employee benefits, shareholder and keyman insurance
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.