After achieving her Level 4 Diploma in 2017, Claire then qualified as Chartered Financial Planner in December 2019, finishing 2^nd in Northern Ireland in her qualifying year. In 2021, she then become a Fellow of the Personal Finance Society and was awarded 1^st Place in her qualifying year.  With over 10 years’ experience, Claire is a trusted Adviser to our clients, with expertise in investment management, pensions, tax planning, as well as business and family protection.