After working in the banking sector, Claire joined Mattioli Woods in 2013, looking after both private and corporate clients. She enjoys the holistic aspect of her role, fitting the pieces together to help her clients achieve their financial goals.
A typical day can see Claire meeting with clients to discuss inheritance tax planning, trust/estate planning, pensions and life insurance.
Outside of Mattioli Woods, she loves spending time with her young family, and enjoys a country lifestyle with her horses and dogs.
