Financial Planner, PB Financial Planning
Claire joined the Financial Planning team at Price Bailey in 2016 and brings considerable experience in helping clients manage their wealth and planning needs. She has worked in Financial Services since 2004 and has gone from strength to strength. She has developed a reputation for helping clients understand what can be complex matters in a way that makes sense to them. Her passion for helping families and business owners is well known.
At PB Financial Planning, Claire supports her clients in a way that best suits them. She believes every client should have a tailored financial plan at their foundation. There is no ‘one size fits all’ in Claire’s view. She prefers to take into account all of her clients needs and objectives. She is well known for her enthusiasm about financial matters and sharing her knowledge and experience. Families recognise the value she brings to their financial lives. Claire delivers the advice they need, paired with robustly tested planning and an honesty that is welcome. Claire believes working this way brings the very best outcome
In her team, Claire is known for her high standards, but also her warm and open style. She is passionate about excellence and enjoys sharing her experience and mentoring others wherever she can.
Outside of work Claire stays active with a young family and tries her best to balance both life and work.
Claire will be running the workshop Financial Wellbeing – Demystifying the Fairy Tale of Financial Planning at the Rising Festival on Saturday 9th March. Book your ticket here