• Culverhouse & Co

Meet the Team: Claire Wise Independent Financial Adviser

Updated: Jan 27

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”

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Culverhouse & Co. is the trading name of Culverhouse & Co Ltd and Culverhouse Financial Planning Ltd.


Culverhouse & Co Ltd Company No: 6426365

Culverhouse Financial Planning Ltd Company No: 08470047

Registered Offices: 7 High Street, Farnborough Village, Kent, BR6 7BQ

Email: info@culverhouse-accountants.co.uk

VAT Number GB166078392


Culverhouse & Co Ltd is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.

Details about our audit registration can be viewed at www.auditregister.org.uk for the UK and www.cro.ie/auditors for Ireland, under reference number C001690279.

Culverhouse Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority for Financial Services. FCA Registration Number: 600931

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The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

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