Claire has been a dedicated member of the York Insurance Institute council for several years and is currently serving her second terms as President. She takes great pride in her role on council, as it allows her to inspire young individuals to pursue careers in the insurance and financial services sectors, whilst also providing support to those already established in these fields.
With a career spanning over two decades in financial services, Claire began as an administrator. During this time, she diligently completed her financial planning qualifications, which paved the way for her advancement to a paraplanning role and ultimately to her current position as independent financial planner.
Claire is deeply committed to helping clients achieve their financial goals and identifying gaps in their financial planning. Her passion for the industry and dedication to her clients are evident in her ongoing efforts to provide exceptional service and guidance.
