Claire Hyde Dipfa Cemap Cerer Email & Phone Number

Southampton, Gb

I provide financial advice to indivdual members of many of the UK's household name companies with defined benefit pension schemes. I specialise in helping people achieve their retirement goals and aspirations and making the complex simpler to understand.

Analysis and holistic advice reports for one of the UK's largest national private client and corporate advice firms. Defined Benefit pension transfer permissions.

Independent, directly authorised advice practice based within accountancy firm. CF30. Pension, protection and investment suitability reports for individuals and business owners. Review letters. Analysing fund performance and charges, conducting research on appropriate providers and investments, utilising a working knowledge of financial planning, taxation and compliance issues. Liaising with clients.

Business Development role, responsible for growing business levels received from adviser firms in the M1 region. Duties include relationship management, strategic planning and data analysis, delivery of presentations, creating engaging email campaigns using Salesforce and Outlook. Knowledge of how products & services offered differ from competitors, market awareness of regulatory & industry issues affecting financial advisers, as well as escalating issues to ensure a satisfied outcome… Show more Business Development role, responsible for growing business levels received from adviser firms in the M1 region. Duties include relationship management, strategic planning and data analysis, delivery of presentations, creating engaging email campaigns using Salesforce and Outlook. Knowledge of how products & services offered differ from competitors, market awareness of regulatory & industry issues affecting financial advisers, as well as escalating issues to ensure a satisfied outcome. Developed robust & friendly relationships with my advisers and consistently achieved targets over a successful five-year tenure, including being awarded ‘Consultant of the Year’ following in-house managed portfolio launch. Show less