top of page

Meet the Team: Claire Wise Independent Financial Adviser

Updated: Jan 27, 2021

What do you enjoy most about your role? "Meeting different people and helping them to understand, and feel in control of, their finances”.

What advice would you give someone who has never worked with a Financial Adviser before? We’re very human, and definitely ‘people people’. In the first meeting we do a lot of listening. We want to ensure we clearly understand your life goals before we help you build a financial plan that gives you peace of mind”.

When you’re not in the office, where would we find you?

"Out on a country walk, or gardening”.

Three things you’d take to a desert island? "My Kindle loaded with as many books as possible, lip salve and a travel insurance policy to feel protected!”

Tea or coffee? “Coffee before noon, tea after. No milk”

245 views0 comments


Commenting has been turned off.
bottom of page