John Clare Email & Phone Number

Are you a Professional Adviser? QB Partners work hand-in-hand with professionals just like you, offering specialist technical insights. The team here work alongside you and your business, providing specialist support and assisting with the selection and implementation of suitable client solutions – particularly in complex and cross border situations. Email jclare@qbpartners.co.uk to arrange a conversation.ABOUT QB PARTNERSQB Partners is an independent technical support service working in partnership with Professional Advisers and Product Providers.We provide next generation technical support in the following areas:🔸 Offshore Pensions🔸 Wealth Insurance🔸 Trust and Estate Planning🔸 Global Tax SupportCOMPANY HISTORY Originally The QROPS Bureau was established to support Independent Financial Advisers in writing offshore pensions business (such as QROPS, QNUPS and International Annuities) in a compliant and responsible manner. We re-branded in late 2017 to QB Partners, to reflect the expanding range of areas we provide support in.PROFESSIONAL EXPERIENCEI began my career in the Financial Services Industry at Royal Skandia, where I worked in Portfolio Bonds. I was then recruited by an offshore IFA firm to a Financial Consultant position. I immediately took to this new role and participated in all training and development activities. I passed the Certificate in Wealth Management Exam for the CISI during my first year, before being promoted to Financial Consultant.I joined the team at QB Partners in 2013 as IFA Support and was promoted to Senior IFA Support in 2017, where I continued my studies with CII towards the Diploma in Regulated Financial Planning.In November 2021 I was promoted to Pensions Consultant and thrive supporting Financial Advisors and Product Providers, taking satisfaction from helping people using my technical knowledge and experience.GET IN TOUCH🔸 Send me an email to talk over your requirements jclare@qbpartners.co.uk or give me a ring on +44 1624 661232. ACCESS TECHNICAL INSIGHTS AND NEWS UPDATES🔸 Request access to our Technical Email Circulars and gain insights to help you give the best holistic advice to your clients. Link is in the Featured Section on my profile or simply send me a DM with your email address.🔸 Stay up to date and follow the QB Partners LinkedIn Page for useful webinars and technical advice https://www.linkedin.com/company/qb-partners or just click the link in my Featured Section to head straight there.

• 

  The Chartered Institute For Securities & Investment (The Cisi)

  Finance And Financial Management Services