Clare joined the Practice in August 2015 and is a recent graduate of the
St. James’s Place Paraplanning Academy, having achieved the CII Diploma in Financial Planning. Clare is responsible for the processing all business submission and preparing detailed reports around Protection, Investment, Pension and Estate Planning.
Danielle joined the team in January 2019 as my Personal Assistant, having previously working for several years in a fast paced office environment, she is the first point of contact for clients, as she manages each client review meeting in line with our service charter. Danielle handles general office administration including, drafting trust documentation, facilitating withdrawal requests and liaising with third party providers. Danielle provides invaluable support to all members of the Practice to make sure that client enquiries are dealt with quickly and efficiently.