I am passionate about finding the best solutions for my clients in all aspects of their financial planning to help them achieve the most out of their finances.
When it comes to paying for care fees I help families through the maze of understanding the benefits they are entitled to and putting in to place financial solutions to help pay for care fees and protect the family wealth.
A little bit more about Claire
Claire is a Chartered Financial Planner who specialises in providing advice and financial solutions designed to meet the type of situations that an increasing number of us face in later years such as paying for care, preserving and passing on wealth, releasing equity from the home* and estate planning and financial advice.
Claire has worked within the financial services industry for over twenty years, gaining valuable client experience and a deep understanding of the issues that affect all of us.
Claire never forgets that people come first and throughout her career she has focused on building relationships based on trust and respect with her clients and their families.
For both personal and professional reasons Claire has elected to specialise in the later life market in recent years and she is a member of the Society of Later Life Advisers (SOLLA).
Claire is passionate about her client and determined to provide them with the very best in terms of care, understand and most of all find solutions which give peace of mind at what is often a very difficult and emotional time.
Claire is an accredited later life adviser and is able to help you with a number of areas, including but not restricted to:
- Investing to pay for care / Release Equity from your home*
- Preserving your Capital/Estate to safely pass on your wealth to your family/successors
- Investment and Retirement Planning
For a no obligation consultation, contact Claire Connell APFS, Certs CII (MP&ER), your local Society of Later Life Adviser, to make a personal appointment or by visiting www.claireconnellwealth.co.uk / Claire.firstname.lastname@example.org
How to contact Claire
Tel: 0208 2074000/01702 217614 /0750 2224332
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
* This may involve the use of a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The St.James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.