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    Home / Our Advisors / Claire Costello

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    Claire Costello

    Wealth Management

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

    Claire Costello - Mattioli Advisor
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