Claire Read Dippfs Email & Phone Number

Claire’s focus is on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that she offers.With over 17 years’ experience in the finance sector, Claire offers specialist expertise in Investment Planning, Inheritance Tax Planning, Retirement Planning and Protection. She believes everyone’s circumstances are unique, therefore takes her time to fully understand her clients' needs, goals and objectives. Claire will carefully review your current position and develop a working plan to meet your requirements for the short, medium and long term. Based on core values of excellence of service and above-all, integrity, she will provide you with the wealth management solutions that you require to satisfy your needs both now and in the future.Before establishing the Practice as part of St. James's Place Wealth Management, Claire previously managed comprehensive investment portfolios on behalf of high net worth individuals. With a background, originally in Stockbroking and Investment Management, Claire has the experience to tailor the services and recommendations that she makes specifically to you.Claire is a member of the Personal Finance Society, the Securities Institute and the Chartered Insurance Institute.Specialties: Inheritance Tax PlanningRetirement PlanningWealth ManagementSovereign Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP approved 27/02/2024

Listed skills include Inheritance Tax Planning, Retirement Planning, Wealth Management, Income Protection, and 12 others.

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